Chris James

Kelly Shue, a finance professor at Yale, critiques ESG investing, arguing it primarily benefits already green firms while leaving polluters without support for transformation. Chris James, founder of Engine No. 1, shares insights on effectively engaging firms like ExxonMobil to foster sustainability. Tony Will from CF Industries discusses his company's decarbonization efforts, highlighting government support in achieving greener practices. Together, they unravel the complexities of ESG investing and the need for targeted strategies to drive real environmental change.

Chris James, founder of Engine No. 1, shares his groundbreaking journey to challenge ExxonMobil's board through activist investing. He dives into the growing tension between shareholder interests and long-term societal values, emphasizing a 'total value' approach that aligns climate concerns with sustainable profits. James discusses the pitfalls of short-term market pressures and the pivotal role of index funds in fostering responsible capitalism. The conversation also highlights board governance issues and the broader implications of their successful proxy fight against one of the world’s largest energy companies.

Join Chris James, CEO and Founder of Engine No. 1, as he discusses the surging demand for electric power driven by AI's explosive growth. With over 30 years in semiconductor investment, he sheds light on the challenges of sustaining energy supply for data centers. Topics include the impact of AI on energy infrastructure, the Jebbins paradox related to efficiency and consumption, and the importance of navigating regulatory changes to stabilize power pricing. This conversation highlights the critical intersection of technology and energy for future competitiveness.