Ep 91: Kingsmill Bond, Energy Strategist at Carbon Tracker
Mar 19, 2020•42 min
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Episode description
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
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