Inevitable

Ep 91: Kingsmill Bond, Energy Strategist at Carbon Tracker


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In today’s episode, we cover:

  • What is Carbon Tracker and what’s it role in the financial markets?
  • How fossil fuels and carbon emissions play into the valuation of stocks, etc.
  • How Carbon Tracker influence investors and their strategies
  • The investment risk associated with not factoring in climate change
  • The meaning and examples of a “stranded asset”
  • How the energy transition to cleaner technologies can disrupt incumbent industries to the detriment of investors
  • How inertia continues to drive the construction of fossil fuel infrastructure
  • Asset reallocation as the primary lever in Carbon Tracker’s strategies
  • Kingsmill’s prognosis of the fossil fuel industry
  • Allocating out of the “losers” than allocating into the “winners”
  • Kingsmill’s journey to working on energy-transition financial strategy
  • Fossil fuel incumbents, friend or foe to the climate change movement?

Links to topics discussed in this episode:

  • Carbon Tracker: https://www.carbontracker.org/
  • Carbon bubble: https://en.wikipedia.org/wiki/Carbon_bubble
  • Unburnable carbon: https://www.carbontracker.org/terms/unburnable-carbon/
  • Stranded assets: https://en.wikipedia.org/wiki/Stranded_asset

Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at [email protected].

Connect with MCJ:

  • Cody Simms on LinkedIn
  • Visit mcj.vc
  • Subscribe to the MCJ Newsletter

*Editing and post-production work for this episode was provided by The Podcast Consultant

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