Podcast: The future of energy
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The 1.5 trillion dollar question
A commodity price crash, an extraordinary demand shock, and a mooted 'green' recovery have brought the structural changes facing the energy industry into sharp relief. As societies are forced to think more carefully about how to build resilience against future crises, we look at the impact on an industry that underpins every aspect of our lives.

Richard Edgar, Editor in Chief, talks with equity analysts and portfolio managers Paul Gooden and Tom Robinson, and with fixed income analyst Christine Miyagishima. With additional contributions from European utilities analyst, Boya Zhao-Robinson.


*References made to dollars are US dollars unless otherwise stated.

"Creating an entirely new business from a mature, declining business takes a lot of capital and a lot of time."
Tom Robinson
Analyst, Portfolio Manager