The shift to a low-carbon economy will demand more capital than any of us have seen in our lifetimes—far more than private actors alone can provide. Public markets—the securities that make up the bulk of most investor portfolios available on stock exchanges—are set to play a much larger role in this transition. So, while private markets may have a head start, public markets are catching up quickly.

In this special episode, Mark Wiedman, Head of BlackRock’s Global Client Business, will lead a conversation with BlackRock investors Evy Hambro, Olivia Markham, and Will Su about the transition opportunities they’re seeing in public markets—and what it will take to fully unlock their potential.

Sources: BHP Insights “How Copper Will Shape Our Future” Sep 30 2024; Bloomberg New Energy Finance Outlook 2024; Our World In Data “Energy Mix: Explore global data on where our energy comes from, and how this is changing”, January 2024; ExxonMobil Global Outlook, 2024; “Energy Explained” Energy Administration EIA, 2022; “Strategic Perspectives on U.S. Electric Demand Growth”, Center for Strategic and International Studies, May 2024; “Decoding Data Centers: Opportunities, risks and investment strategies”, Boston Consulting Group, July 2024; “U.S. Energy-Related Carbon Dioxide Emissions, 2023” EIA 2024; “Monthly price of uranium worldwide from January 2020 to June 2024”, Statista; Global Price of Uranium 1990-2024, FRED Economic Data; Bloomberg Data 2024

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The Glorious Doctrine of Not Being Needed