The new phase of the energy transition

The new phase of the energy transition

April 13, 2026 · 21 min · Episode 263

About this episode

Rajan Bansi and John Cook discuss the implications of energy security on infrastructure and strategy in the context of the evolving energy landscape.

Rajan Bansi sits down with John Cook to unpack how energy security is pushing countries to rethink infrastructure and long-term strategy. With electricity demand now growing above 4% a year and renewables playing a larger role, they also examine why natural gas remains essential as power grids evolve. Tune in to learn more about opportunities in the energy transition. This episode was recorded on April 10, 2026.

People in this episode

Host: Rajan Bansi

Guest: John Cook

Mentioned in this episode

Organizations: Mackenzie Investments

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