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Could we be witnessing an industrial renaissance?

Capital Ideas Podcast

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Energy Security in the Short Term

There's still this focus on the long term but at the same time there's a recognition that we need to deliver energy security in the short term. Europe signs a bunch of agreements that basically said we're going to significantly decarbonize our economy by 2040 and then turn around and sign a natural gas import agreement that will last 20 years. And I would say that what we're seeing now from an energy crisis perspective, you know, that's a two year scenario. But at the end of the day, companies particularly in the energy sector tend to be most focused on the 20 year scenario. It is very difficult to understand where the capital approach can add tremendous value in this point in time

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