SPACS, ESG 2.0, Mining & Investing in the Energy Transition with John Dowd

SPACS, ESG 2.0, Mining & Investing in the Energy Transition with John Dowd A lot has changed in the last three years when it comes to investing in the energy transition. Inflation and rising rates have altered economics, the tools and the returns expected. ESG is no longer the all-conquering paradigm sweeping all theses before it. The complexity of delivering the transition (and the trade offs) are better understood. Western governments are far more focused on securing the critical raw material supply chains that will be required. War & deglobalization have sharpened competition and increased volatility. To talk about all this and how and why he is investing in the energy transition is John Dowd, former Fidelity Portfolio Manager over natural resources, and now, CEO of GoGreen Investments, a SPAC focused on the energy transition.

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For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global Each day, around the world, we have fascinating one-on-one conversations with our connections in the commodities sector. Our collaborators are uniquely informed, creative and inspirational in their fields. We want to provide our community a seat alongside us, listening in to these conversations in that special way podcasting provides as we tackle topical and people related issues with the leaders and leading minds in our sector. Visit www.hcgroup.global more information on us and our services. To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/