Oil is back above US$100 a barrel. AI is consuming more electricity than ever before. Governments are doubling down on their energy policies.

But we don’t think that’s the most interesting energy story right now.

This week, Sam Volkering, Southbank’s Investment Director, and Nick Hubble, Editor of The Fleet Street Letter sat down to talk about something that’s been hiding in plain sight for years: what’s actually happening inside our electricity grid.

It’s a conversation that starts with “dirty power” and quickly leads to some uncomfortable questions about reliability, costs, government policy, and where all of this is heading next.

More importantly, it’s a conversation about why we think investors need to start paying much closer attention to energy infrastructure in the years ahead.

Click below to watch this week’s video.

Until next time,

Elizabeth Cox
Associate Publisher, Southbank Research

PS One of the themes we come back to time and again is that the biggest investment opportunities are often found one step removed from the headline. That’s exactly the approach James Altucher, editor of Altucher’s Investment Network UK, has taken with his latest research into Tesla’s Optimus robot supply chain. Rather than asking whether Tesla will win, he’s asking which company stands to benefit if Elon succeeds. Discover his findings here.