The world is shifting from asset light and infinitely scalable to asset heavy. Across the globe, trillions of dollars are going into assets. Capital expenditure is on the rise. What is driving this? What sectors are we seeing it in? What are the challenges and bottlenecks companies face in delivering on CapEx programs? And how do new technologies and approaches to talent overcome this? Our guest is Erikans Kok, Senior Partner at McKinsey where he leads their Capital Excellence Practice globally.<br><br>For related content and to find out more about HC Group, a search firm dedicated to the energy &amp; commodities sector, visit https://www.hcgroup.global

The Great CapEx Surge with Erikhans Kok

The HC Commodities Podcast

Welcome to the HC Commodities Podcast, a podcast dedicated to the commodities sector and the people within it. I'm your host, Paul Chapman. This podcast is produced by HC Group, a global search firm dedicated to the commodities sector. The world is shifting from asset light and infinitely scalable to asset heavy. Across the globe, trillions of dollars are going into assets. Capital expenditure is on the rise.

What's driving this? What sectors are we seeing it in? What are the challenges and bottlenecks companies face in delivering on CapEx programs? And how do new technologies and approaches to talent overcome this? Our guest is Erikhans Kok, senior partner at McKinsey, where he leads their capital excellence practice globally. As always, you can really support the show by leaving us a positive review on the platform you're listening on. And as always, I hope you enjoy the episode. Erikhans, welcome to the show.

Thank you, Paul. It's great to be on. Thank you for having me. Yeah, we're lucky to have you because we're going to get a bit of a broader vision here about a huge global trend. We're going to take it from the US perspective, but certainly a global trend. And this is kind of a return to real world assets, going from a world of the sort of the technology companies of infinitely scalable and asset light to a world now

where every single vertical, and as you're going to describe, is investing in assets, big capital expenditure programs. And we're going to talk about the why of that, some of the challenges and some of the solutions. But it's a story that's playing out industry wide. It's certainly very consequential to the commodities sector.

The Great CapEx Surge with Erikhans Kok

Read the full transcript

The candid version is on a podcast,
not the earnings call.

The Great CapEx Surge with Erikhans Kok

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.