They highlight the growing demand for key commodities, the impact of the clean energy transition, and the need for reevaluating supply chains due to geopolitical events like the Russian invasion of Ukraine. The conversation emphasizes the attractive investment opportunities in traditional energy amidst decreasing capital inflows into oil and gas private equity. They also touch on the benefits of diversification, inflation hedging, and the significance of ESG underwriting for risk management in investment strategies.
This video was originally published in December 2024.