A fatal flaw or just a bottleneck for net zero?

3 May 2024

In a rare occurrence, the entire editorial team of Southbank Investment Research has agreed on something: governments forgot about half the energy transition.

They may have built and planned for a vast amount of renewable energy. But what about the electricity grid needed to move all that power?

In this video, energy expert James Allen and I discuss just how big the challenge is, how far behind we are, and how this bottleneck presents investors with the opportunity of a lifetime.

^{(Your browser might be blocking you from seeing this video. Please visit cookie settings and enable cookies to see the video on this site, or click here to watch it on YouTube.)}

And if you’d like to hear more from James and other guests more often and more conveniently, why not sign up to the new Fortune & Freedom podcast on Apple Podcasts, Spotify, Amazon Music or Google Podcasts?

Nick Hubble
Editor, Fortune & Freedom

Get ahead of the curve with Fortune & Freedom

Uncover the hidden power shaping the UK economy in Nick Hubble's exclusive video.

Enter your email to access exclusive insights and stay informed with our Fortune & Freedom daily email.

Because Fortune & Freedom is completely free, we do have to fund it with advertising. Occasionally we will send you promotional emails, which will contain advertisements from us. By signing up to our free emails, you are consenting to receive these promotions. However we will never give, sell or rent your email address to any other companies. If you want to stop receiving our free emails at any time, you can immediately unsubscribe by clicking on the link in each email. For more information, please see our privacy policy.

In the News

The man holding back Britain’s green ambitions

James Allen

1 July 2024

Climate change will go on whoever wins the election, and it’s driving political donations too. But it’s not the only thing more powerful than the Prime Minister…

Financial Independence Gold & Commodities Stocks

With the election 10 days away, who’s really calling the shots?

James Allen

24 June 2024

As the general election approaches, might it be that whoever we vote for won’t have the final say in the UK policies?

Stocks

Stockmarkets want to know, who benefits from renewable energy?

Nickolai Hubble

18 June 2024

It’s not always clear who benefits from technological breakthroughs or economic trends. And yet, that’s precisely what investors need to figure out. Where does the buck stop for wind energy?

stock market, Japanese stock, financial markets

Stocks

The nuclear power epiphany is more fragile than you think

Nickolai Hubble

11 June 2024

Nuclear power’s big advantage is that we don’t need to build the energy grid or energy storage for renewables. But we still need that grid and storage if we have both nuclear and renewables in the mix.