Welcome to a new Climate Series: Investing in Climate Change Leaders. In this second episode, Mike Harut and Nick Griffin explore the rise of CATL as the global leader in electric vehicle (EV) batteries. They discuss the company’s strong market share, discuss potential risks and explore the opportunity for expansion into new areas like storage, recycling, and electrification of transport.

In this series, Munro Partners explores the team’s framework for identifying climate change solutions and explores the structural changes shaping the global economy as the world works towards net-zero GHG emissions. Munro estimates that upwards of $50 trillion will be invested to make this transition possible, making it one of the biggest investment opportunities of our time. 

Listen to the latest Invest in the Journey podcast below

Munro Partners

Melbourne-based Munro Partners was created in 2016 and takes its name from the Scottish term for a mountain over 3,000 feet. The team chooses to align themselves with the Munros as they see investing as a process of climbing all mountains…while the perspective from one peak may give you one view, it is only once you have considered the view from other peaks that the whole picture becomes clear.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.