
The episode discusses the future of shipping and sustainability with Øistein Jensen from Odfjell, exploring key signals and strategies in a changing world.
Episode Overview Graeme Codrington (Johannesburg) and Dean Van Leeuwen (South of London) explore fresh “grey elephant” signals—from subterranean data centres and living with a >2°C world, to UN reform rumblings—then sit down with Øistein Jensen, Chief Sustainability Officer at Oddfjell, to unpack how a 110-year-old global chemical shipping company is tackling decarbonisation, supply-chain due diligence, and industry-wide collaboration. Key Topics Discussed Grey Elephants Radar Converging, high-impact forces post-COVID; a once-in-a-century transformation. Strategy lens: identify weak signals early; turn risk into opportunity. Subterranean Data Centres Old mines/bunkers reimagined as “underground data fortresses.” Strategic logic: protect critical data; manage cooling, power, and resilience. Side bet: cooling technology becomes a shovel-in-the-gold-rush play. Living with >2°C Move beyond “prevention only” to adaptation + resilience at scale. Practical mindset shift (as with COVID): learn to operate in new conditions. UN & Multipolarity Weak Signals Calls for African representation; scrutiny of Security Council veto power. Diplomatic flashpoints as indicators of a shifting…
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