Focused on finding the most realistic and cost-effective manner of reaching net-zero carbon, Rob West shares his thoughts on the energy transition.
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Featuring Rob West and Max Wiethe
Sep 06, 2021 • 39 minutes
Rob West, CFA, CEO and lead analyst at Thunder Said Energy, is focused on finding the most realistic and cost-effective manner of reaching net-zero carbon by 2050. Unfortunately, he sees major discrepancies between the path his research suggests society should head down and the path being pushed by policy makers. West explains what is driving these differences, the biggest issues that should arise if we don’t change course, and exciting and investible technologies and methods that he believes will be necessary to power an effective and cost-efficient energy transition. Interviewed by Max Wiethe on September 1, 2021.
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The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.
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