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Capital in Transition is Carbon Tracker’s monthly podcast on the global reallocation of capital in the energy transition. Hosted by Mark Campanale, Carbon Tracker’s CEO, and Harry Benham, Energy Advisor, each episode translates complex research into clear insight for investors, policymakers and industry leaders. We track where money is flowing, which technologies are scaling, how geopolitics is reshaping deployment, and the implications for long-term strategy. The transition may be technologically inevitable but capital markets still need incentives, clarity and bankable pathways to move at pace. Understanding what drives investment decisions is central to managing financial risk and identifying opportunity. From time to time, Mark and Harry are joined by external guests and contributors.
Unknown Host hosts Capital in Transition.
One figure has come to dominate discussions about financing the energy transition: $4.5 trillion per year. But what exactly does that figure represent, and does it accurately reflect the scale of the challenge facing cap
Show notes
In its November 2025 piece, The Quiet Retreat, Carbon Tracker argues that, despite political calls for more oil and gas financing, many international oil companies are acting as if long-term demand growth is uncertain. A
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Capital in Transition is hosted by Unknown Host. The show is categorised under General and has published 0 episodes.
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