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.

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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