Felix Lam, Head of Energy and Materials Research, CCB International Securities
Peter Kiernan, Lead Analyst, Energy, The Economist Intelligence Unit
• How are investors positioning themselves to take advantage of the global discource on energy transition?
• Coal, oil & gas, hydrogen, nuclear, batteries, renewables – Investment strategies for various stages of the energy transition
• State of the circular economy – Role of recycling, waste management, and how this plays into investment, if at all
• Divestment of resources – Impacts on capital raising