Скачать или смотреть Investor Insights Ep. 22: Erik Belz, Engine No.1

During this episode, Erik talks about how we live in a world that wants to decarbonise, and a world which is going to need reliable sources of natural resources for years to come. Erik explains that although these two go hand in hand, capital has fled the energy sector at the time when the sector needs capital the most to drive forward these energy transition initiatives. He speaks about the notion of migrating assets from the old world to the new world and describes how Engine No.1 are trying to set up the pool of capital needed to help these assets to transition from bucket 1 (traditional energy capital) to bucket 2 (energy transition capital). He also talks about how the amount of capital raised in the transition space has brought about a mispricing of risk, and shares his views on how companies should approach profitability vs. sustainability.