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September 1, 2023 27 mins

Roman Cassini, Head of ESG at Hosking Partners, interviews Rob West, lead analyst at energy transition research firm Thunder Said Energy

The energy transition is the world’s largest construction project. But most construction projects overrun in both time and cost. In this episode, Roman and Rob discuss how investors can navigate this critical period, highlighting how active managers may be particularly well placed to unearth opportunity amidst complexity.

For more information about Hosking Partners, and to get in touch, please visit


To learn more about Thunder Said Energy, please visit

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