Rob West, CFA, CEO and lead analyst at Thunder Said Energy, is focused on finding the most realistic and cost-effective manner of reaching net-zero carbon by 2050. Unfortunately, he sees major discrepancies between the path his research suggests society should head down and the path being pushed by policy makers. West explains what is driving these differences, the biggest issues that should arise if we don’t change course, and exciting and investible technologies and methods that he believes will be necessary to power an effective and cost-efficient energy transition. Interviewed by Max Wiethe on September 1, 2021.