Episode

The Great CapEx Surge with Erikhans Kok

Podcast: The HC Commodities Podcast
Published: Jun 2, 2026
Duration seconds: 2868
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Canonical source: https://www.hcgroup.global/
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Summary

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.