Southbank Investment Research Podcast

The energy transition’s weakest link


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Governments may have built and planned for a vast amount of renewable energy. But what about the extraordinarily vast electricity grid needed to move all that power?

They forgot to build it…

In this video, James Allen and I discuss just how big the challenge is, how far behind we are, and how this bottleneck presents investors with the opportunity of a lifetime.

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Southbank Investment Research PodcastBy Southbank Investment Research

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