The Next Five

The Next Five

The Next Five is the FT’s partner-supported podcast, exploring the future of industries through expert insights and thought-provoking discussions with host Tom Parker. Each episode brings together leading voices to analyse the trends, innovations, challenges and opportunities shaping the next five years in business, technology, health and lifestyle


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Резюме на епизода

Hard to abate sectors; the heavy industries of steel, cement, chemicals plus transport, aviation and mining are responsible for nearly a third of global greenhouse gas emissions. Decarbonising heavy industry at scale is no longer just an environmental imperative; it is a massive economic advantage if you get it right and even worse if you fail to do so. For decades, the narrative surrounding these ‘hard-to-abate' sectors has been trapped in a paralysing triad of assumptions: that transforming the backbone of world industry is simply too risky to execute, too complex to engineer, and far too expensive to justify. And on paper, that cost argument seems real. Clean production alternatives still carry a severe green premium. Near-zero steel costs anywhere from 10 to 75 percent more to produce. Green cement? You’re looking at a 30 to 125 percent price increase. Joining host Tom Parker is Dino Otranto, CEO of Fortescue Metals, Axel Eggert, Director General of EUROFER, The European Steel Association and Bertrand…

Епизоди

52-

Driving Industrial Decarbonisation

Hard to abate sectors; the heavy industries of steel, cement, chemicals plus transport, aviation and mining are responsible for nearly a third of global greenhouse gas emissions. Decarbonising heavy industry at scale is no longer just an environmental imperative; it is a massive economic advantage if you get it right and even worse if you fail to do so. For decades, the narrative surrounding these ‘hard-to-abate' sectors has been trapped in a paralysing triad of assumptions: that transforming the backbone of world industry is simply too risky to execute, too complex to engineer, and far too expensive to justify. And on paper, that cost argument seems real. Clean production alternatives still carry a severe green premium. Near-zero steel costs anywhere from 10 to 75 percent more to produce. Green cement? You’re looking at a 30 to 125 percent price increase. Joining host Tom Parker is Dino Otranto, CEO of Fortescue Metals, Axel Eggert, Director General of EUROFER, The European Steel Association and Bertrand…

28 окт. 2026
51-

Sovereignty, Data and Code: Who's in Control?

Throughout history, statecraft was defined by borders, battlelines, and territory. In the 20th century, global power shifted to financial capital and energy reserves. Today, with the digital revolution well underway, does real authority now belong to those who control our data and code? And what does sovereignty now mean in a fast changing AI landscape? Back in the day it used to mean keeping data in a local server room. But today, frontier AI models are advancing at pace, some argue at a speed we can’t control and regulatory lines are being redrawn across the world to try and keep up. Governments and boardrooms now face a fundamental question: who’s controlling who? And what can we do about it? Joining host Tom Parker is Charlie Giancarlo, Chairman and CEO of Everpure, Sana Khareghani, Chief Strategy Officer at Era4, Professor of Practice in AI at King’s College London, AI Policy Lead for Responsible AI UK and Former Head of UK Government Office for Artificial Intelligence and Clare Schramm Fergus, Managing…

21 окт. 2026
50-

Systems Rewritten: Automotive

Imagine it’s 2006, not 2026. You’re an automobile factory manager, looking at combustion engine vehicles moving through the assembly line. A sight that has been seen since the Model T Ford, a century earlier. Today, you’re still watching legacy internal combustion engines roll off one side but high-voltage battery packs drop into electric chassis on the other. Electric vehicles could account for just over a quarter of global new car sales this year and as much as half of light vehicles sold worldwide by 2035. 5 years ago, it was just 9%. Across the industry, the ground is shifting under automakers' feet. Yet the rumbling is being felt much more in some countries than others. The map of ICE (Internal Combustion Engine), EV and autonomous dominance is being rewritten. Joining host Tom Parker is Niall Healy, Chief Operating Officer at Trade Nation, Marc Palmer, Head of Strategy & Insights at Autotrader and Professor Peter Wells, Professor of Business and Sustainability, Centre for Automotive Industry Research,…

13 окт. 2026
49-

Systems Rewritten: AI

Supply and demand. The foundational backbone of market economies. And we’re in the AI era, where demand and supply is being rewritten. Behind this AI revolution, sits a monumental physical buildout and energy demand. Globally, data centre power consumption will double by 2030 toward 945 terawatt-hours, consuming more power than the entire nation of Japan. In some regions the strain is already visible: data centres accounted for more than a fifth of Ireland's national electricity consumption in 2022 and predicted to reach nearly a third this year. Stateside, in 2023, when less powerful models existed, roughly a quarter of electricity use in the US state of Virginia was sucked up by data centres. And yet, McKinsey estimates that there will still be $7tn in global data-centre infrastructure investment by 2030. Then come the Hyperscalers, Alphabet, Amazon, Meta, Microsoft and Oracle who are expected to spend around $670bn on AI-related capital expenditure this year alone, and nearly $800bn next year. The nine…

06 окт. 2026
48-

Systems Rewritten: Markets

It’s Q3 2026, the systems that form the global economy are currently being rewritten by the digitally led, fourth industrial revolution and the geopolitical repositioning of power. You’re an investment banker, a portfolio manager or a retail investor looking at trading screens flash red and green. There’s a hive of activity. But what to make of it.The indicators continue to flash, but the signals are conflicting. On one side sits the bull case: real AI driven corporate revenue, strong earnings, record stock prices and the unprecedented cash flow of the Hyperscalers. On the other side sits the bear case: historically concentrated index valuations, an ever widening gap between monetisation and infrastructure spending, and an increasingly fragile global debt landscape.It leaves you, as well as other investors, economists, and central banks asking some big questions: Are we witnessing a durable, tech-driven productivity shift? A once in multiple generation opportunity to transform individual, corporate and…

29 сеп. 2026