In the second episode of this series, we dive deeper into the research and predictions explored in our Energy Transition report. 

Charlie Willans, report lead-author and Head of Responsible Investment, is joined by Rob West, CEO and founder of Thunder Said Energy, and they explore the factors shaping the future of global energy.

 
Rob West is an industry leading expert on the energy transition. Rob's firm, Thunder Said Energy, is the research consultancy for energy technologies, finding economic opportunities that drive the energy transition. The firm advises some of the world's leading decision-makers, across the energy, investment and private equity industries. 

The experts discuss Net Zero by 2050 (03:00), grid bottlenecks, supply chains and the real cost of renewables (08:00), AI, data centres and power demand (14:00), nuclear energy and critical minerals (19:00), EVs and autonomous travel (23:00) and so much more. 

This podcast is brought to you by TrinityBridge – trinitybridge.com.