A lot has changed in the past three years when it comes to investing in the energy transition. Inflation and rising rates have altered economics, the tools, and the returns expected. ESG is no longer the dominant paradigm that is sweeping everything in its path. The complexity of delivering the transition (and the trade offs) are better understood. Western governments are far more focused on securing the critical raw material supply chains that will be required. War and deglobalization have sharpened competition and increased volatility. John Dowd, the former Fidelity Portfolio Manager specializing in natural resources, and now the CEO of GoGreen Investments, a Special Purpose Acquisition Company (SPAC) with a primary focus on the energy transition, joins us today to discuss his investments and shed light on the reasons behind them.