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S5 Ep. 1 The climate ledger – counting the true cost of Net Zero
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In the latest season of Beyond Curious, we bring together voices from across LCP to examine how climate change is reshaping the world we live in. In this episode, host and energy transition expert Nigel Timperley speaks with LCP partner Drew Henley-Lock about what climate change means for investors today. They discuss where value shifts in a warming world, why physical risk data now matters as much as carbon data, and how to tell the difference between low-carbon companies and genuine transition enablers. Drew also reflects on policy uncertainty, future tipping points and what the investment world can contribute to a more constructive climate conversation. * At 18:25, Drew referred to COP15 as when the Paris Agreement was agreed. Please note that this was COP21 in 2015.
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