Suzanne Tavill, Global Head of Responsible Investment, joins Michael Venne to unpack the game-changing themes explored in our two recent whitepapers: how AI-driven energy demand is sparking investment opportunities across the power ecosystem, and how falling exploration costs are reframing the deep sea and space as an extension of Earth’s industrial base.
How energy sources are powering AI (1:57)
The role of private capital (6:19)
Practical bottlenecks around AI growth (8:52)
Remapping of geostrategic value (13:09)
Resources and opportunities in space and the deep sea (15:11)
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