Lars Eirik Nicolaisen
Deputy CEO of Rystad Energy and energy analyst with expertise in global capital flows and the oil and gas to clean-energy transition.
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Oct 30, 2025 • 43min
The Energy Transition: Where’s the Money?
Christian Egenhofer, European energy policy expert at CEPS. Seb Henbest, HSBC climate finance lead tracking transition capital. Lars Eirik Nicolaisen, Rystad Energy deputy CEO and energy analyst. They map where capital is moving, which sectors attract patient versus mature investment, grid and permitting bottlenecks, and which services and suppliers stand to gain as electrification scales.
