Ep 91: Kingsmill Bond, Energy Strategist at Carbon Tracker

In today’s episode, we cover:

• What is Carbon Tracker and what’s it role in the financial markets?
• How fossil fuels and carbon emissions play into the valuation of stocks, etc.
• How Carbon Tracker influence investors and their strategies
• The investment risk associated with not factoring in climate change
• The meaning and examples of a “stranded asset”
• How the energy transition to cleaner technologies can disrupt incumbent industries to the detriment of investors
• How inertia continues to drive the construction of fossil fuel infrastructure
• Asset reallocation as the primary lever in Carbon Tracker’s strategies
• Kingsmill’s prognosis of the fossil fuel industry
• Allocating out of the “losers” than allocating into the “winners”
• Kingsmill’s journey to working on energy-transition financial strategy
• Fossil fuel incumbents, friend or foe to the climate change movement?

Links to topics discussed in this episode:

• Carbon Tracker: https://www.carbontracker.org/
• Carbon bubble: https://en.wikipedia.org/wiki/Carbon_bubble
• Unburnable carbon: https://www.carbontracker.org/terms/unburnable-carbon/
• Stranded assets: https://en.wikipedia.org/wiki/Stranded_asset

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*Editing and post-production work for this episode was provided by The Podcast Consultant