Suzanne Tavill, Global Head of Responsible Investment, joins Michael Venne to unpack the game-changing themes explored in our two recent whitepapers: how AI-driven energy demand is sparking investment opportunities across the power ecosystem, and how falling exploration costs are reframing the deep sea and space as an extension of Earth’s industrial base.

  • How energy sources are powering AI (1:57)
  • The role of private capital (6:19)
  • Practical bottlenecks around AI growth (8:52)
  • Remapping of geostrategic value (13:09)
  • Resources and opportunities in space and the deep sea (15:11)
  • What’s next (21:55)
Explore the research behind this episode in our recent papers, Power play: Data centers and the AI-energy nexus and Investing beyond boundaries: Space and deep sea.

Read the transcript here.

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