The Terrifying Math of Stranded Assets: Is Your Portfolio Exposed to a $100 Trillion Risk?
Stranded assets are turning up on balance sheets everywhere. And Mark Campanale saw the climate risk before anyone else did.As founder of Carbon Tracker, Mark helped expose how fossil fuel companies are valued on the assumption they’ll burn over $100 trillion worth of reserves… reserves that scienc…
Ep7: Critical Raw Materials: A Just Green Future for All
In this episode, we study the crucial role that Critical Raw Materials (CRMs) play in powering the Just Energy Transition. Our expert guests unpack the ethical challenges surrounding the extraction, use, and supply of these materials, shining a light on the human and environmental costs often overl…
Episode 1 | Mark Campanale: The carbon bubble and stranded assets…when?
In this first episode of The Transition Tapes, Mark Campanale, founder of Carbon Tracker, walks us through his career, the origin story of Carbon and Planet Tracker, and the Theory of Change behind it, on unburnable carbon and stranded assets.
He reflects on how a month stranded in the desert spark…
S06 EP5: Climate truth-bombs & unburnable carbon’ with special guest Mark Campanale
Doubling the number of ‘Marks’ in the podcast (again) the boys discuss declining male fertility, why markets still value fossil fuels we can’t burn (and why your investments are probably still in them), and why the oil industry is like the terrible computer printer company that just wants to sell y…
The ElectroTech Revolution: Why this is an economic shift
Is the energy transition simply about replacing one fuel source with another, or are we witnessing a deeper restructuring of the global economy?
In Episode 3 of Capital in Transition, Harry Benham and Mark Campanale are joined by Kingsmill Bond of Ember to explore what he calls the “ElectroTech Re…
Who Builds the Future? China and the new energy system
If energy is becoming a manufactured system, then who builds that system matters. In Episode 4 of Capital in Transition, Harry Benham and Mark Campanale are joined again by Kingsmill Bond of Ember to examine where the ElectroTech build-out is happening and how this is shaping capital flows, industr…
RockPop Ep 65 Season 2 Saturday July 4, 2026
Kerry KearnyKayaking For BeginnersTHREE BirdsThe Level Party – 4th of JulyBarry WallerLive Music: Kerry Kearney at The Sugar BowlLive Music: Mark Campanale (Camp Tunes) at The WharfRock Soup + DJ Ulez at Connolly'sToast to America: The Mighty Quinn Electric at Tap ThatLive Music: DJ Chris Cashen at…
The $120 Trillion Repricing: 4 Investors on the Carbon Bubble, Stranded Assets & Real Returns | (#142)
Four investors. Four asset classes. One question: where does real money actually go to work on climate?
In this compilation episode, I revisit conversations with four investors who put real money to work in the physical economy, across greenhouses, Indian agrifood, forests, and the fossil fuel rese…
Where is Energy Capital Going?
In episode six of Capital in Transition, Harry Benham and Mark Campanale look back across the series and trace the thread running through every conversation: capital, and where it is flowing.
Two divides are reshaping the energy landscape: within oil and gas, listed majors have become capital-retu…
(Part Two) 100th Episode Special: We Know the Risks. So Why Aren't We Moving Faster?
Part two of this three-part special looks back at seven years of climate policy to ask what has worked, what has fallen short, and whether the response is keeping pace with the risks.
In the second part of our 100th episode miniseries, we turn from the science to the response. Over the past seven…
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I have no special talent. I am only passionately curious, and
I listen to podcasts.
‐ Albert "Llamacorn" Einstein
