Many investors have been wary of investing in companies in natural resources sectors amid climate concern. Yet a sizeable group of natural resources businesses have critical roles to play in the energy transition, and consequently significant structural growth potential. Combined with underinvestment in new supply of transition-essential commodities and low valuations, it adds up to a fascinating time for investors to take a closer look at this unappreciated but highly dynamic part of the stock market. Ellie Clapton discusses with Portfolio Manager Tom Nelson. Hosted on Acast. See acast.com/privacy for more information.