The world of energy is changing, with a dramatic shift towards sustainability.
At the same time, the price of wholesale energy went through the roof as the economy returned to normal levels of activity post-pandemic.
Joining me for this episode is Tom Holl, co-manager of the BlackRock Energy and Resources Income Trust plc and a member of BlackRock's Natural Resources team.
Tom is responsible for the nutrition strategy, the gold and mining sectors, and co-manages a number of the team's gold and mining portfolios as well as income strategies.
Mining and energy companies lie at the heart of the global economy, helping fuel economic activity. Mining companies provide the resources to build new infrastructure, while energy companies drive growth.
In this conversation, I chat with Tom about the factors behind current high prices, the three transition 'buckets' in the energy sector, and why the UK has some amazing opportunities during this transition.
Here's my conversation with Tom Holl, co-manager of the BlackRock Energy and Resources Income Trust, in episode 582 of Informed Choice Radio.