Carlyle's Pooja Goyal on the Next Phase of the Energy Transition

The video discusses the evolving landscape of energy transition investments, emphasizing the need to look beyond renewables to include technologies like battery storage, electric vehicles, and green hydrogen. It highlights the importance of the supply chain in capital allocation and the commercial viability of investments due to reduced costs. The discussion includes a case study on green ammonia projects and the role of private capital in managing market volatility. The impact of policy, such as the IRA, on investment decisions is also explored, along with future energy sources like hydrogen.

What investment is the speaker most excited about currently?

How does the speaker view the impact of interest rates on capital allocation decisions in the energy transition?

What role does public policy play in investment decisions related to the energy transition?