Capital in Transition

Capital in Transition is Carbon Tracker’s monthly podcast on the global reallocation of capital in the energy transition. Hosted by Mark Campanale, Carbon Tracker’s CEO, and Harry Benham, Energy Advisor, each episode translates complex research into clear insight for investors, policymakers and industry leaders. We track where money is flowing, which technologies are scaling, how geopolitics is reshaping deployment, and the implications for long-term strategy. The transition may be technologically inevitable but capital markets still need incentives, clarity and bankable pathways to move at pace. Understanding what drives investment decisions is central to managing financial risk and identifying opportunity. From time to time, Mark and Harry are joined by external guests and contributors.

Capital in Transition is a general podcast hosted by Unknown Host, with 5 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Capital in Transition, a general show with 5 episodes published.

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  Episode #5

  Ambition Under Pressure: Why capital hesitates

  Jul 28, 202647 min

  Why do investors who clearly understand climate risk so often struggle to act on it? In Episode 5 of Capital in Transition, Harry Benham is joined by Carbon Tracker's Amy Owens to find out. Drawing on her report Ambition Under Pressure, Amy examines NBIM – manager of Norway's $2 trillion sovereign wealth fund and one of the world's most sophisticated investors – and finds a striking gap between what its climate analysis reveals and how it actually invests. She calls it "strategic hesitation": not denial, but the drag of mandates, benchmarks and governance built for an older energy system. A sharp look at why capital moves slowly – and why that delay is becoming a risk in itself. Linked report: https://carbontracker.org/reports/ambition-under-pressure-analytical-leadership-vs-strategic-hesitation/ Inquiries: capitalintransition@carbontracker.org

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  Episode #4

  Who Builds the Future? China and the new energy system

  Jun 22, 202625 min

  If energy is becoming a manufactured system, then who builds that system matters. In Episode 4 of Capital in Transition, Harry Benham and Mark Campanale are joined again by Kingsmill Bond of Ember to examine where the ElectroTech build-out is happening and how this is shaping capital flows, industrial power and the future of the global economy. The conversation explores how China has established a leading position across key clean technology supply chains, from solar manufacturing and batteries to electric vehicles and grid infrastructure, and why that concentration matters for investors and policymakers alike. Read the related blog here: https://www.electrotech-revolution.com/p/what-is-electrotech-and-what-will

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  Episode #4

  Who Builds the Future? China and the new energy system

  Jun 22, 202625 minS0

  <p>If energy is becoming a manufactured system, then who builds that system matters. In Episode 4 of Capital in Transition, Harry Benham and Mark Campanale are joined again by Kingsmill Bond of Ember to examine where the ElectroTech build-out is happening and how this is shaping capital flows, industrial power and the future of the global economy.</p> <p>The conversation explores how China has established a leading position across key clean technology supply chains, from solar manufacturing and batteries to electric vehicles and grid infrastructure, and why that concentration matters for investors and policymakers alike.</p> <p>Read the...

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  Episode #3

  The ElectroTech Revolution: Why this is an economic shift

  Jun 16, 202627 minS0

  <p>Is the energy transition simply about replacing one fuel source with another, or are we witnessing a deeper restructuring of the global economy?</p> <p>In Episode 3 of Capital in Transition, Harry Benham and Mark Campanale are joined by Kingsmill Bond of Ember to explore what he calls the “ElectroTech Revolution”, the shift from an energy system based on extracting and burning fuels to one built around manufactured technologies.</p> <p>The discussion examines how electrification, digitalisation and manufacturing cost curves are transforming energy from a commodity system into a technology system – with major implications for capital allocation, industrial strate...

  ListenShow Notes
• 

  Episode #3

  The ElectroTech Revolution: Why this is an economic shift

  Jun 16, 202627 min

  Is the energy transition simply about replacing one fuel source with another, or are we witnessing a deeper restructuring of the global economy? In Episode 3 of Capital in Transition, Harry Benham and Mark Campanale are joined by Kingsmill Bond of Ember to explore what he calls the “ElectroTech Revolution”, the shift from an energy system based on extracting and burning fuels to one built around manufactured technologies. The discussion examines how electrification, digitalisation and manufacturing cost curves are transforming energy from a commodity system into a technology system – with major implications for capital allocation, industrial strategy and financial markets. Link to the full analysis: https://www.electrotech-revolution.com/p/reframing-energy-for-the-age-of-electricity If you have any questions, please email capitalintransition@carbontracker.org

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