Martijn Rats

Martijn Rats is Morgan Stanley’s Global Commodities Strategist, focusing primarily on oil and natural gas markets. Martijn, a managing director, also heads the European Energy team in Equity Research and has been ranked No. 1 in the II/Extel survey from 2015-2021 and 2024. In previous years, he covered the Oil Services sector and was rated No. 1 in the Extel survey in that category in 2010 and 2011. Martijn joined Morgan Stanley in 2002. Before that, he worked as a management consultant for OC&C Strategy Consultants in the Netherlands and the UK. He holds an MSc in Physics from Delft University of Technology, an MSc in Finance from London Business School, and was a visiting scholar at Stanford University's Physics Department. Martijn is also a CFA charterholder.

Session Overview

Tuesday, 5 November

14:30

Finance & Investment Conference Conference Room A 14:30 - 15:30

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What is the future of climate finance?

As the energy transition transforms the global economy, the energy and finance sectors have a crucial role in providing the technical capabilities and capital flows needed to achieve the low carbon high growth economy of tomorrow. While public-private collaborations are accelerating the accessibility and mobilisation of investment into key climate technologies, a lack of supporting infrastructure, issues achieving industrial scalability, high initial capital investment and longer ROI windows are slowing progress. With energy transition investments needing to increase from US$1.8 trillion in 2023 to US$4.5 trillion a year to meet targets, per the IEA, how can the energy, finance, and policy makers shape the pathway to net-zero?

Attendee insights:

Evaluate the state of the energy transition and explore how industry leaders are navigating and mobilising the capital flows and investment needed to achieve a successful transition at the pace and scale society expects.