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Energy Transition: Active Duty?

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Manage episode 375830629 series 3501106
Content provided by Hosking Partners LLP. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hosking Partners LLP or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Roman Cassini, Head of ESG at Hosking Partners, interviews Rob West, lead analyst at energy transition research firm Thunder Said Energy


The energy transition is the world’s largest construction project. But most construction projects overrun in both time and cost. In this episode, Roman and Rob discuss how investors can navigate this critical period, highlighting how active managers may be particularly well placed to unearth opportunity amidst complexity.


For more information about Hosking Partners, and to get in touch, please visit


www.hoskingpartners.com

To learn more about Thunder Said Energy, please visit www.thundersaidenergy.com



Hosted on Acast. See acast.com/privacy for more information.

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7 episodes

Artwork
iconShare
 
Manage episode 375830629 series 3501106
Content provided by Hosking Partners LLP. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hosking Partners LLP or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Roman Cassini, Head of ESG at Hosking Partners, interviews Rob West, lead analyst at energy transition research firm Thunder Said Energy


The energy transition is the world’s largest construction project. But most construction projects overrun in both time and cost. In this episode, Roman and Rob discuss how investors can navigate this critical period, highlighting how active managers may be particularly well placed to unearth opportunity amidst complexity.


For more information about Hosking Partners, and to get in touch, please visit


www.hoskingpartners.com

To learn more about Thunder Said Energy, please visit www.thundersaidenergy.com



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

7 episodes

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