Animal Spirits Podcast Talk Your Book: Investing in the Carbon Transformation
May 16, 2022
The conversation dives into the global shift from fossil fuels to electric vehicles, sparking potential commodities super cycles. Roger Mortimer tackles the complexities of electric vehicle infrastructure and the implications for the oil and gas industry. Thought-provoking discussions unfold on investment opportunities in renewable energy and the importance of clean energy technologies. High fuel prices in California also take center stage as a catalyst for change. The episode encourages a re-evaluation of traditional investment metrics in light of carbon transformation.
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Unsustainable Energy
- 80% of global energy comes from fossil fuels, similar to running a car in a closed garage.
- We must change energy production to reduce emissions, creating investment opportunities.
Overlooked Opportunities
- The best growth opportunities may come from unexpected, undervalued industries.
- These industries need investment to adapt and retool for the future.
RWE's Transformation
- RWE, a German utility, will triple renewable energy capacity in 8 years.
- This demonstrates a shift from traditional energy to renewables.