# The Great CapEx Surge with Erikhans Kok

Page: https://stenobird.com/podcast/the-hc-commodities-podcast-1242341/the-great-capex-surge-with-erikhans-kok
Text version: https://stenobird.com/podcast/the-hc-commodities-podcast-1242341/the-great-capex-surge-with-erikhans-kok.md
Podcast: [The HC Commodities Podcast](https://stenobird.com/podcast/the-hc-commodities-podcast-1242341)
Published: 2026-06-02T23:00:00+00:00
Episode link: https://www.hcgroup.global/
Audio file: https://dts.podtrac.com/redirect.mp3/cdn.simplecast.com/media/audio/transcoded/911da7df-97ee-4074-95b8-cb7db4fd953e/f16f4497-1462-46a1-9e27-57c332c5c121/episodes/audio/group/771d434a-7367-4fa8-b40d-e39be6122bce/group-item/381ee6ba-bdc8-4a5e-971e-139f33165626/128_default_tc.mp3?aid=rss_feed&feed=QXaWSc4o
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/the-hc-commodities-podcast-1242341/episodes/the-great-capex-surge-with-erikhans-kok
Duration seconds: 2868

## Resource

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.

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-hc-commodities-podcast-1242341/episodes/the-great-capex-surge-with-erikhans-kok/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/the-hc-commodities-podcast-1242341/the-great-capex-surge-with-erikhans-kok.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.