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The ElectroTech Revolution: Why this is an economic shift
Is the energy transition simply about replacing one fuel source with another, or are we witnessing a deeper restructuring of the global economy?
In Episode 3 of Capital in Transition, Harry Benham and Mark Campanale are joined by Kingsmill Bond of Ember to explore what he calls the “ElectroTech Revolution”, the shift from an energy system based on extracting and burning fuels to one built around manufactured technologies.
The discussion examines how electrification, digitalisation and manufacturing cost curves are transforming energy from a commodity system into a technology system – with major implications for capital allocation, industrial strategy and financial markets.
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