BP and Royal Dutch Shell are the latest big oil companies to set out their target for a cleaner future as the oil industry goes through a huge structural change.

Mark Lacey, a fund manager and investor in the energy transition theme, chats to the pod about peak oil, what we mean by energy transition and the opportunity it present for investors.


02:35 Part 1: Have we reached peak oil and what is energy transition?

08:25 Part 2: Why now for energy transition?

17:28 Part 3: The US election and investing in energy transition


The Investor Download is available twice weekly. On Mondays, you can listen to a short 10 minute preview of the week ahead. Thursdays will be our usual deep dive into the themes driving markets and the economy.

Both podcasts will be released around 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.


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