Oct 8th, 2020
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
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