Opportunities in the oil markets and some concerns about the solar market.

Our guest host, Boaz Shoshan, believes oil prices are likely to head higher than $100 per barrel, and I was keen to hear whether he thought this would be a positive for the shift to electric cars and renewables.

He, meanwhile, was intrigued by some of the tensions in the solar industry, where what’s best for the energy transition isn’t necessarily what’s best for the companies' bottom lines…