
The Great CapEx Surge with Erikhans Kok
From The HC Commodities Podcast by Paul Chapman, HC Group
June 2, 2026 · 48 min · Episode 309
About this episode
The episode discusses the rising trend of capital expenditure globally and the factors driving this shift, featuring insights from Erikans Kok of McKinsey.
The world is shifting from asset light and infinitely scalable to asset heavy. Across the globe, trillions of dollars are going into assets. Capital expenditure is on the rise. What is driving this? What sectors are we seeing it in? What are the challenges and bottlenecks companies face in delivering on CapEx programs? And how do new technologies and approaches to talent overcome this? Our guest is Erikans Kok, Senior Partner at McKinsey where he leads their Capital Excellence Practice globally.
People in this episode
Host: Paul Chapman
Guest: Erikans Kok
Topics covered
- capital expenditure
- asset management
- technology in business
- investment trends
- challenges in CapEx
- global economy
Keywords
- CapEx
- asset heavy
- investment
- global trends
- business challenges
- technology
- talent management
Mentioned in this episode
Organizations: McKinsey
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