Sustainability Talks

ETF Partners
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Mar 27, 2026 • 33min

Digital Transformation & Sustainable Innovation with Hitoshi Yoshida

In this episode of Sustainability Talks, our Managing Partner Rob Genieser sits down with Hitoshi Yoshida, ETF Partners’ newly appointed Venture Partner and a titan of the Japanese technology sector.Hitoshi brings a unique perspective to the sustainability landscape. With a career spanning 25 years in senior leadership roles, including serving as the President and CEO of Microsoft Japan and Managing Director of Hewlett Packard Japan, he views sustainability not through a traditional ‘green’ lens, but as a critical mission powered by digital transformation.In this conversation, Rob and Hitoshi explore:The Urgency of Transformation: Why Japan is in need of a ‘deep transformation’ to avoid becoming a ‘Galapagos’ of the tech world.Technology as a Force for Good: How data integrity, AI, and cybersecurity are the essential foundations for corporate sustainability.Navigating the Japanese Market: Crucial advice for European start-ups looking to sell into complex Japanese corporate and government environments.Mission-Driven Leadership: Hitoshi’s personal journey from being a ‘nuts’ entrepreneur in the 90s to leading global giants, and why aligning a career with values is the ultimate motivator.Whether you are a founder looking to scale into Asia or a corporate leader navigating the shift to net zero, Hitoshi’s insights on prioritisation and relationship-building are essential listening. Listen now to discover how experienced operators are bridging the gap between pioneering technology and mainstream adoption.Chapters: 00:00 Introduction to Sustainability Talks02:25 Hitoshi's Journey in Technology Leadership03:43 The Importance of Sustainable Transformation05:24 Supporting Entrepreneurs in Sustainability06:54 Japan's Readiness for Innovation08:03 The Role of Technology in Japan's Future10:16 Building Ecosystems for Startups12:06 Execution Gaps in Japanese Organisations14:30 Collaboration Between Startups and Corporations17:07 Advice for Startups on Market Strategy21:05 Challenges Faced by Entrepreneurs23:22 Defining Success as an Entrepreneur26:05 Taking the Leap into Entrepreneurship29:01 Advice for Today's Entrepreneurs31:50 Final Thoughts on Making an Impact in JapanAbout The Guest: Hitoshi Yoshida Hitoshi Yoshida, is ETF partner’s newest venture partner and a seasoned technology leader, with 25 years in top management roles at global IT companies, including serving as the president and CEO of Microsoft Japan and the managing director of Hewlett Packard Japan. In those roles, Hitoshi has led large-scale digital transformation for public and private sector customers, helping them leverage cloud, data, AI, and cybersecurity to drive growth and resilience.Hitoshi was also an entrepreneur early on in his career, having helped create Cambridge Technology Partners, where he rose to be its president of Japan. Now CEO of ixi Corporation, Hitoshi brings a rare combination of deep enterprise technology experience, ecosystem building, and strategic advisory work to the sustainability and impact investment landscape. Rather than coming from a traditional green background, he approaches sustainability through how technology can be a force for good.Follow Hitoshi Yoshida HEREFollow Rob Genieser HEREFind out more about ETF Partners HERE
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Feb 2, 2026 • 33min

Five Years On – Navigating an Unpredictable World with Lord John Browne

In this episode of Sustainability Talks, host and Managing Partner of ETF Partners Patrick Sheehan welcomes back a very special guest, Lord John Browne, Co-Founder and Chairman of BeyondNetZero, Senior adviser to General Atlantic and former CEO of BP. When we launched the Sustainability Talks podcast in 2021, Lord Browne was our very first guest. At that time the world looked very different, with President Trump’s term ending, the US pulling out of Iraq and before Russia invaded Ukraine. Now, Patrick and Lord Browne reunite to dissect the seismic shifts in geopolitics, climate and energy—offering a candid masterclass on how to lead, innovate, and find opportunity in a profoundly unpredictable environment.Tune in for a powerful, pragmatic and ultimately optimistic discussion on how to navigate the complex trade-offs facing business and politics today and secure a sustainable future.Chapters: 00:00 The Evolution of Energy Perspectives08:59 Navigating Uncertainty in Energy Markets15:57 The Role of Technology in Energy Transition21:52 Entrepreneurship and Innovation in Energy28:48 Cultivating Courage and Leadership in BusinessAbout The Guest: Lord John Browne Lord Browne is the co-Founder and Chairman of BeyondNetZero, General Atlantic’s climate growth equity fund. The fund’s strategy is to invest in companies that contribute to the energy transition by reducing end-to-end costs; improving operational efficiency; reducing strategic risks and improving resilience; and enabling the development of new energy sources.He currently serves as Chairman of Avathon, an artificial intelligence technology company, and Chairman of Carbonplace, a global carbon credit transaction network. He also serves on the board of Venterra, an offshore wind energy services company which is part of BeyondNetZero’s investment portfolio.After retiring from BP in 2007, Lord Browne joined Riverstone, where he was co-head of a $3.4 billion renewable energy private equity fund, the world’s largest at the time. He was subsequently Executive Chairman of L1 Energy.He has previously served on the boards of Goldman Sachs, Intel, SmithKline Beecham, and DaimlerChrysler.From 2010 to 2015 he served as the UK Government first lead Non-Executive Director, working with Secretaries of State to appoint Non-Executive Directors to the board of each government department. In 2010, the report of an independent inquiry headed by Lord Browne was published under the title Securing a Sustainable Future for Higher Education, making recommendations for a more sustainable system of higher education funding.Find out more about Lord John Browne HEREFind out more about BeyondNetZero HEREFollow Lord John Browne HEREFollow Patrick Sheehan HEREFind out more about ETF Partners at: etfpartners.capital
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Jan 26, 2026 • 43min

Driving the Future of Infrastructure with Sir Danny Alexander

In this episode of Sustainability Talks, Rob Genieser, Managing Partner at ETF Partners, sits down with Sir Danny Alexander, CEO of Infrastructure Finance and Sustainability at HSBC. They explore the massive trends currently reshaping global infrastructure—from the energy security needs of developed markets to the rapid electrification of emerging economies.The conversation dives into the bank’s role in supporting “first-of-a-kind” projects, the critical need for blended finance in Southeast Asia, and why 95% of HSBC’s clients now view sustainability as a fundamental growth opportunity.In this episode, you’ll learn:The Infrastructure “Golden Age”: How energy security, digital transformation, and climate resilience are driving unprecedented demand for new assets.AI as an Energy Transition Catalyst: Why the massive power demand of data centres is actually accelerating the deployment of firm, clean power and grid innovation.Bridging the Bankability Gap: The specific criteria required to move sustainability from venture-backed innovation to large-scale project finance.Blended Finance & Partnerships: A look at Pentagreen Capital and how public and private capital work together to de-risk sustainable projects in Asia.Case Study—Sustainable Aviation Fuel (SAF): How HSBC supported the Infinium Roadrunner project in Texas to scale e-SAF production.The Necessity of Adaptation: Why we need to move beyond mitigation to develop financing models for resilience and nature-based solutions.About the Guest: Sir Danny Alexander is CEO of HSBC Infrastructure Finance and Sustainability, CIB. In this role, Danny leads on infrastructure finance and project finance advisory opportunities associated with the transition to net zero in our strategic markets. Danny also leads on sustainable finance and clean tech initiatives and oversees partnerships such as Pentagreen Capital, our joint venture with Temasek that targets marginally bankable clean energy and adaptation projects in Southeast Asia.Previously Sir Danny was Vice President, Policy and Strategy, Asian Infrastructure Investment Bank (AIIB). He joined the AIIB – the first new multilateral development bank of the 21st century and the first to be headquartered in Beijing - at its inception in 2016 and led the Bank through its start-up and growth phases. Sir Danny was responsible for AIIB’s strategic direction, including its thematic sectoral and country priorities. He led the Bank’s ambitious climate agenda and oversaw AIIB’s environmental and social and other operational policies. He represented AIIB at the G20 Finance Ministers meetings, climate COPs, and other international meetings. He led the Bank’s partnership with the World Bank and other multilateral, bilateral, and private sector partners.From 2010-2015, Sir Danny was Chief Secretary to the Treasury in the United Kingdom Cabinet. He led the Liberal Democrat negotiating team that established the Coalition that governed in that period and was one of the four member ‘Quad’ that provided the core political leadership of that government. In government, he was responsible for the UK’s deficit reduction, pension reform, and national infrastructure plan. He was a member of the National Security Council. He was MP for Inverness, Nairn, Badenoch and Strathspey from 2005 to 2015. He was Knighted by Her Majesty the Queen in 2015 for his services to government.He holds a BA in philosophy, politics and economics from the University of Oxford and is an honorary fellow of St Anne’s College, Oxford. He was born and brought up in the Highlands and Islands of Scotland.Follow Sir Danny Alexander on LinkedIn HEREFollow Rob Genieser on LinkedIn HERE Find out more about ETF Partners at etfpartners.capital
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Dec 12, 2025 • 46min

Building Ethical & Sustainable AI with Ray Eitel-Porter & Paul Dongha

In this episode of Sustainability Talks, ETF Partners Managing Partner Rob Genieser sits down with two of the leading voices in responsible and ethical AI: Ray Eitel-Porter and Dr. Paul Dongha, co-authors of the new book Governing the Machine. Together, they explore one of the most urgent and overlooked questions in today’s technology landscape: What is the true environmental cost of AI, and how can responsible AI governance accelerate sustainable innovation?As AI adoption accelerates—and generative AI becomes embedded in everything from banking to everyday knowledge work—the conversation turns to the growing climate impact of data centers. Ray and Paul break down the hard truths behind AI’s footprint, from rising greenhouse gas emissions and soaring energy use to the escalating water demands required to cool data centers worldwide. They warn of a collision course between AI’s rapid expansion and global sustainability targets, urging companies to integrate environmental considerations directly into their AI governance and risk frameworks.But this episode isn’t just a wake-up call. It’s a roadmap. Ray and Paul share practical guidance for building trust in AI systems, insights into global regulatory approaches, and a look at how AI can also advance sustainability—from smarter energy grids to more efficient industrial systems.Whether you’re an AI builder, a sustainability leader, or simply trying to understand the future of responsible technology, this conversation is essential listening.In this episode you’ll hear:Why responsible and ethical AI must now include environmental sustainabilityThe rising CO₂ emissions, energy consumption, and water depletion linked to AIHow data center demand is driving new coal-powered generation in some regionsThe role of corporations and regulators in shaping ethical AIThe promise of “sustainable AI” and how organisations can measure their AI footprintThe future of AI governance and the rise of agentic AI systemsKey takeaway:AI’s transformative potential can only be realised responsibly if its environmental impact is managed—ethics and sustainability must evolve together.Chapters: 00:00 The Environmental Impact of AI02:44 Introduction to Responsible AI Governance06:25 The Evolution of Responsible AI09:39 Building Trust in AI Systems12:14 Transparency in AI Governance14:32 Global Perspectives on AI Regulation20:20 The Lag of Legislation Behind Technology22:49 The Role of Corporations in AI Ethics24:03 Trust in International AI Companies27:46 The Future of AI and Consumer Trust30:17 Sustainable AI: A New Paradigm34:42 AI's Role in Energy Efficiency37:03 The Future Landscape of AI GovernanceRead ‘Governing The Machine’ here: https://www.bloomsbury.com/uk/governing-the-machine-9781399426299  Follow Ray Eitel-Porter here: https://www.linkedin.com/in/rayeitelporter   Follow Dr. Paul Dongha here: https://www.linkedin.com/in/paul-dongha/  Find out more about ETF Partners at: https://etfpartners.capital/   
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Oct 27, 2025 • 41min

How Data is Powering the Energy Transition with Thorsten Heller

In this episode our partner Tomer Strikovsky sits down with Thorsten Heller, a pioneer in digital infrastructure for the energy transition. As the founder of Greenbird, an ETF Partners–backed company that became a global leader in data integration for utilities before being acquired by GE Vernova, Thorsten shares his journey from startup founder to corporate innovator — and what it takes to power the grids of the future.They discuss how data integration, AI, and real-time analytics are transforming the way utilities operate — shifting from a one-way to a bidirectional energy flow. Thorsten explains why the invisible layer of data is critical to enabling renewable energy, flexibility, and resilience in the modern grid, and why utilities can no longer operate without AI.In this episode you’ll learn about: Why the energy transition is no longer theoretical — it’s here and accelerating fast.Why Data infrastructure is as vital as physical infrastructure in building a resilient, sustainable grid.Why utilities need to evolve from management to orchestration, powered by AI.How startups can make a global impact — but sometimes joining a bigger platform scales that impact faster.How the next wave of innovation will come from AI-enabled, decentralised grid intelligence.Chapters00:00 The Shift to Bidirectional Energy Flow02:45 The Birth of Greenbird and Its Mission05:15 Understanding the Data Challenge in Utilities08:46 The Spaghetti Architecture of Data Integration11:07 Data's Role in Sustainability and Energy Transition13:10 AI's Impact on Utilities and Data Foundations15:31 The Evolution of Energy Data17:46 Greenbird's Journey to Acquisition22:40 Integration into GE Vernova and GridOS26:57 The Current State of the Energy Transition30:38 AI as a Necessity for Future Grid Management36:23 Advice for Future Energy Tech FoundersAbout Thorsten Heller Thorsten Heller is Chief Innovation Officer at GE Vernova, where he leads efforts to build the next-generation software portfolio GridOS. He was the founder and CEO of Greenbird, a Norwegian startup that became a global leader in data integration for utilities (Utilihive) and was acquired by GE Vernova in 2023. Thorsten has worked with over 200 utilities worldwide and is a recognised thought leader on digital transformation in the energy sector.Follow Thorsten Heller here: https://www.linkedin.com/in/thorstenheller/ Follow Tomer Strikovsky here: https://www.linkedin.com/in/tomerstrik/ Find out more about GE Vernova here: https://www.gevernova.com/ Find out more about ETF Partners here: etfpartners.capital
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Oct 9, 2025 • 39min

Unlocking the Quantum Future with Steve Brierley 

Explore the extraordinary potential of quantum computing!In the latest episode of Sustainability Talks, ETF Partners’ Managing Partner Patrick Sheehan sits down with Steve Brierley, CEO & Founder of Riverlane, the world leader in Quantum Error Correction, to explore the extraordinary potential of quantum computing.For decades, quantum computing has felt like science fiction — powerful in theory but always just out of reach. That is beginning to change. As Steve explains, we are entering a new era where quantum computers will soon be able to solve problems that even the world’s most advanced supercomputers cannot.The conversation dives into:Why quantum computing is a radically new capability that can solve problems classical computers cannotHow it could revolutionise drug discovery, materials design, and sustainable fertiliser productionThe role of error correction in making quantum computers commercially viableThe huge market potential and environmental impact of this next frontier in technologyHow geopolitics and innovation are shaping the future of computing and AIAs Steve notes, the next few years will be pivotal: the technology is advancing rapidly, investment is scaling, and the race to build a quantum future is intensifying across the globe.This episode paints an inspiring picture of how harnessing the laws of nature at the atomic level could unlock innovations critical to building a more sustainable world.Chapters00:00 The Foundations of Quantum Mechanics02:23 Introduction to Quantum Computing04:10 Understanding Quantum Computing06:32 The Progress and Future of Quantum Computing09:39 The Era of Mega-Qubits11:14 Applications of Quantum Computing13:49 The Market Potential of Quantum Computing16:33 Challenges in Quantum Computing19:42 The Role of Quantum Error Correction24:59 Current Status and Future Trends in Quantum Computing30:27 Geopolitical Implications of Quantum Technology34:51 The Future of Quantum Computing and AIAbout Steve BrierleyDr. Steve Brierley is founder and CEO of Riverlane, a quantum computing company with a difference. Riverlane is the global leader in what is called quantum error correction.Steve founded Riverlane in 2016 to build the error correction stack for quantum computers. Driven by his conviction that fault-tolerant quantum computers will accelerate human progress, Riverlane partners with leading quantum hardware companies to make that happen sooner.Steve has worked in quantum for over 20 years and is an expert advisor to the UK government. He holds a PhD in quantum information, spent a decade in the intelligence community and worked as a Senior Research Fellow at the University of Cambridge leading major research projects in quantum computing. In January 2024, Steve was awarded an OBE for his services to quantum computing.Find out more about Riverlane here: https://www.riverlane.comFollow Steve Brierley HEREFind out more about ETF Partners here: https://etfpartners.capital/ 
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Sep 17, 2025 • 42min

Navigating the Future of Carbon Capture with Christoph Gebald

In this episode of our Sustainability Talks podcast, our Managing Partner Patrick Sheehan sits down with Christoph Gebald, CEO & Founder of Climeworks, the global leader in carbon dioxide removal. Together, they explore how direct air capture (DAC) is evolving from academic research to a commercially viable climate solution — and why it's becoming indispensable in the race to net zero.With over 15 years of experience building DAC technologies, Christoph shares how Climeworks is scaling the science of carbon removal into a business poised to operate at gigaton scale by 2050. Recognised by TIME as one of the most innovative leaders in climate action, he brings unique insight into the intersection of engineering precision, commercial ambition, and climate urgency.In this episode, we cover:What direct air capture is — and why it matters now more than everThe evolution of DAC from lab-scale prototypes to large-scale plantsKey breakthroughs and cost-reduction strategies shaping the fieldThe role of corporate partnerships in driving early adoptionFinancing climate infrastructure and aligning with impact investorsHow Europe’s regulatory leadership is shaping global carbon marketsWhat it takes to turn climate science into scalable business models"We’re no longer just inventing technology — we're building the foundations of a trillion-dollar industry.Why it matters:Direct air capture is one of the few climate technologies that can physically remove CO₂ from the atmosphere. But making it economically viable requires innovation not just in engineering — but in business models, market design, and policy alignment. This episode dives into all three, offering valuable perspectives for investors, corporates, policymakers, and climate tech founders alike.Listen to this episode in full below or on your favourite podcast platform HERE Chapters00:00 Introduction to Direct Air Capture and Its Importance03:02 The Need for Mechanical Solutions in Carbon Removal05:59 Scaling Technology and Cost Reduction in Direct Air Capture08:59 Energy Consumption and Sustainability in Carbon Capture11:55 Market Dynamics and Business Models for Carbon Removal14:59 Cost Reduction Pathways and Future Projections17:56 Building a Business in the Carbon Removal Space25:23 The Trillion Dollar Climate Industry26:22 Understanding Customer Needs in Carbon Credits27:50 From Technology to Full Solutions28:37 The Role of Corporate Partnerships31:29 Navigating Market Volatility35:31 Europe's Market Dynamics and Regulation39:34 Optimism for the Future of Carbon CaptureAbout Christoph Gebald Dr. Christoph Gebald is CEO & Founder of Climeworks, the global leader in carbon removal. With over 15 years of experience in direct air capture technology, Christoph is considered a pioneer in this growing and crucial industry. Under his leadership, Climeworks has developed groundbreaking direct air capture plants that physically remove CO2 from the atmosphere, working toward the ambitious goal of removing carbon dioxide on a gigaton scale by 2050.Recognised by TIME as one of the 100 most innovative leaders driving business climate action, Christoph brings a mechanical engineer's precision and a visionary's outlook to the challenge of climate change. Christoph is a mechanical engineer (ETH Zürich and UC Berkeley) and holds an MSc with distinction and a PhD from ETH Zürich.Find out more about Climeworks HERE Follow Christoph Gebald HERE 
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Sep 4, 2025 • 36min

Sustainable Finance: A Necessity for the Future with Patrick Odier

In this episode of Sustainability Talks, our Senior Partner Remy de Tonnac is joined by Patrick Odier — Chairman of Building Bridges, Chairman of the Supervisory Board of Lombard Odier Group and President of Swiss Sustainable Finance (SSF) — for a powerful discussion on the urgent need to embed sustainability at the heart of global finance.Patrick brings decades of leadership in the financial world and has emerged as a champion of sustainable investment. In this wide-ranging conversation, he reflects on his personal journey—from a traditional finance background to spearheading pioneering initiatives like Building Bridges, which connects public and private capital around sustainable development.Together, Remy and Patrick explore:Why global finance must become sustainable finance—or risk obsolescenceHow qualitative analysis has reshaped investment strategies over the past 30 yearsThe role of metrics like “temperature contribution” in assessing corporate climate riskThe importance of carbon pricing and accounting for environmental externalitiesThe challenges—and opportunities—posed by political headwinds and regulatory fatigueHow technology and innovation are essential to accelerating the sustainability transitionWhy optimism is a crucial tool in driving long-term systemic changeThis episode is a must-listen for anyone interested in the intersection of finance, sustainability, and innovation, and how collaborative leadership can unlock transformational change at scale.Chapters00:00 The Current State of Sustainability Discussions09:47 Patrick Odier's Journey into Sustainable Finance20:03 Metrics for Sustainable Investment30:00 The Role of Public and Private Capital32:46 Technology and Optimism in SustainabilityAbout Patrick OdierPatrick Odier is Chairman of the Supervisory Board of Lombard Odier Group. He acted as Chairman of the Board of Directors of Bank Lombard Odier & Co Ltd. from 2014 -2022. Previously, he was Senior Managing Partner of the Lombard Odier Group from 2008 until 2022.He joined the Lombard Odier Group in 1982 and completed his training in Zurich, New York, and Montreal before becoming a Managing Partner in 1986. He holds an economics degree from the University of Geneva and an MBA in finance from the University of Chicago.Patrick Odier is president of Swiss Sustainable Finance (SSF). He is also Chairman of Building Bridges. He was Chairman of the Swiss Bankers Association from 2009 to 2016 and was a member of the Board of economiesuisse (Swiss Business Federation) from 2004 to 2022. He also serves on the boards of several academic and philanthropic organisations.Find out more about Lombard Odier Group HERE Find out more about Swiss Sustainable Finance HERE  Find out more about Building Bridges HERE 
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Aug 18, 2025 • 33min

Revolutionising Space & The Open Cosmos Journey with Rafel Jorda Siquier

In the latest episode of Sustainability Talks, ETF Partners’ Managing Partner Patrick Sheehan is joined by Rafel Jorda Siquier, founder and CEO of Open Cosmos, a company at the cutting edge of space innovation. This conversation takes us on a journey through the stars—exploring how satellites are fast becoming essential tools in the fight against climate change.Founded in 2015, Open Cosmos has quickly become one of the few companies capable of delivering end-to-end satellite missions—from design and build, to launch and operations. From monitoring deforestation and wildfires to enabling space-based AI and telecommunications experiments, Open Cosmos is making space technology more accessible and impactful than ever before.Rafel’s mission is bold: democratise access to space and make satellite data useful and available to organisations of all sizes. In this episode, he shares how Open Cosmos launched its first satellite within just eight months, has maintained a 100% mission success rate, and is now delivering multi-million euro satellite constellations and national geospatial platforms. He also reflects on the importance of collaboration across Europe to grow the space sector and deliver on global sustainability goals.Whether it’s responding to humanitarian disasters, monitoring essential climate variables, or building a 6G telecoms lab in orbit, this episode highlights how space can—and must—play a central role in addressing today’s most urgent planetary challenges.Listen now to learn about:The rapid rise of Open Cosmos and its unique position in the global space marketHow AI-powered satellites like Phisat-2 are enabling real-time climate dataThe Menut satellite and its role in monitoring deforestation and wildfiresWhy governments like Peru are turning to Open Cosmos for sustainable developmentHow Europe can lead the future of space through ambition and cooperationChapters: 00:00 The Multipolar World and Europe's Strengths02:31 Open Cosmos: Revolutionizing Access to Space08:03 Innovations in Satellite Technology and Applications15:34 Real-World Impact of Satellite Data20:42 The Future of the Space Industry26:59 Europe's Role in Global Space Collaboration30:20 The Vision for Open Cosmos and Global Problem SolvingAbout Rafel Jorda As CEO and founder, Rafel leads the Open Cosmos team. From leading the team to delivering the first satellite mission within eight months, to managing the expanding team and range of customers today, Rafel has overseen the overall company strategy and directed its execution, all whilst working towards the original mission of democratising access to space. After studying aerospace engineering at the Polytechnic University of Catalonia in Barcelona and completing an MBA, Rafel worked at large corporations, such as Airbus Defence and Space, as well as small innovative space start-ups, such as zero2infinity.Find out more about Open Cosmos here: https://www.open-cosmos.com 
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Aug 7, 2025 • 39min

The Critical Role of Metals in the Energy Transition with Alon Olsha, Bloomberg Intelligence

Metals are the invisible backbone of our sustainable future, powering electric vehicles, AI infrastructure, renewable energy systems, and global data centres. But with rising demand and tightening supply chains, how prepared are we to meet the needs of the energy transition?In this episode, our partner Tomer Strikovsky speaks with Alon Olsha, Senior Metals and Mining Analyst at Bloomberg Intelligence, to unpack the complex world of metals and mining. Alon brings deep insight into how critical minerals like copper, cobalt, lithium, and rare earth elements shape everything from climate strategy to geopolitics.Together, they explore:Why copper demand could rise by 70% over the next 25 yearsThe challenges in scaling mining operations to match demandHow China came to dominate the global refining landscapeThe paradox of needing more mining to achieve less carbonThe slow but growing role of innovation and AI in miningEditor's Note: This episode was recorded on the 23rd July, 2025, prior to the unexpected 30 July announcement that the US would exclude raw copper from its tariff measures.Chapters:00:00 The Role of Metals in Global Trade and Sustainability03:12 Understanding Different Categories of Metals05:46 The Demand for Metals in the Energy Transition08:54 Geopolitics and Metal Supply Chains12:01 Challenges in Mining and Production15:13 The Environmental Impact of Mining17:48 The Influence of Major Mining Companies21:06 Technological Innovations in Mining24:07 Future Outlook for Metal Supply and DemandAbout Alon Olsha: Alon Olsha is a Senior Analyst covering Metals and Mining at Bloomberg Intelligence, based in London. With over two decades of experience spanning equity research, fund management, corporate finance, and government advisory, Alon brings deep expertise in global mining markets and decarbonisation strategies. Before joining Bloomberg in 2022, Alon held senior roles within the UK government, including Head of the Carbon Capture and Storage Infrastructure Fund at the Department for Business, Energy and Industrial Strategy (BEIS), where he led initiatives supporting the UK’s low-carbon transition. Earlier, he served as a corporate finance advisor to BEIS, focusing on special situations in the steel sector and electric vehicle infrastructure. Previously, Alon was a Senior Equity Analyst at Macquarie, leading coverage of major global mining companies. He began his career in South Africa as a fund manager and analyst at STANLIB and as Associate Director in the M&A advisory team at i capital. Alon holds extensive sectoral knowledge across mining, energy transition, and industrial decarbonisation, offering insight into the evolving dynamics of resource and capital markets.Find out more about Alon Olsha HERE  

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