A recent New York Times article  Exxon’s Board Defeat Signals the Rise of Social-Good Activists asserts “The energy giant’s stunning loss was the work of a tiny hedge fund that believes investing for social good is also good for the bottom line.” In this episode we dig into this claim – is there really a tipping point in “green investing”?

Vikram’s perspective is that we are indeed at a tipping point, but not due a change in the ethics of investing or a social movement, rather recent breakthroughs in carbon capture and fixation/storage technology make it economical to produce energy through traditional means, e.g. natural gas, and substantially reduce emissions at the source of production. He discusses how he expects start-up firms, such as Carbon Clean, that are developing novel carbon capture technology to work with supermajors to scale and deploy these recent breakthroughs. He expects it to make a material difference in CO2 output in just 2 years. Tune in to hear more!