Energy Transition, Part One: Trading Houses, with Roland Rechtsteiner
In part one, Roland Rechtsteiner of Oliver Wyman joins us to discuss energy transition, perhaps the single biggest force of change in the commodities markets over the coming decade. Roland gives clarity on what energy transition is and what its impact will be. Far from it being an existential threat to trading houses, Roland argues it presents a huge opportunity and not just for those in energy – provided they are willing to change alongside. Covid-19 is also accelerating the transition.