Episode 164: Energy Transition Pathway: Investment Risks, Rewards and Unintended Consequences

In this episode, we dive deep into the energy transition with Stu Porter, Founder of Denham Capital, a leading energy and resource-focused private equity firm. Stu shares his remarkable journey, starting from his days on the trading floor at the Chicago Board of Trade, through his tenure at the Harvard Endowment, to building Denham Capital into a global investment powerhouse. He offers unique insights into the evolving energy landscape, discussing the importance of finding investment opportunities that balance sustainability with reliability and cost-efficiency.

Stu outlines Denham's four dominant investment themes for the coming decades, including the role of the U.S. as a leader in clean energy, the potential of sustainable infrastructure beyond solar and wind, the rising importance of private credit in the energy transition, and the critical challenges in securing the minerals needed for decarbonization. Stu also highlights the partnership with Aflac and the growing synergy between insurance companies and alternative asset managers. This episode is packed with thought-provoking insights on navigating investment risks, rewards, and unintended consequences in the global shift toward sustainability.