China’s Energy Pivot: Gib Hedstrom on What the West Missed

Episode 129 | 12.10.2025

China’s Energy Pivot: Gib Hedstrom on What the West Missed

Sustainability leader Gib Hedstrom explains how China’s clean energy surge is changing the rules of global leadership and what Western boards can learn.

Listen to the full podcast episode on YouTube, Spotify, and Apple Podcasts.

Scene-Setter: The World’s Energy Shock

When author and board advisor Gib Hedstrom read the China Energy Transition Review 2025, he was stunned. “I was surprised by the pace and scale of what’s happening,” he said. “China’s clean energy portfolio is right at the steep part of the S-curve. It’s taking off.”

For years, the world saw China as the land of smog and coal. But while Western countries argued over targets, China built the world’s largest renewable infrastructure. It now leads in solar, wind, and electric vehicles. That shift is changing the global energy map.

“China’s clean energy rise isn’t gradual. It’s explosive.”

 

Origin Story: From Dirty Coal to Clean Ambition

A decade ago, China’s air was choking with pollution. President Xi called it a “war on air pollution,” cutting particulate levels almost in half. The following year, he launched a plan to win what he called the technologies of the future.

“Back in 2015, China set out to win clean energy,” Gib said.

“Most of us in the West didn’t see it. We still thought of them as the dirty coal guys. But they were already working their plan.”

That long view sits at the heart of Gib’s message. While China planned decades ahead, Western companies stuck to short-term cycles. “In the U.S., the median CEO tenure is under five years,” he said. “Boards think in one-to-three-year windows. That’s the dilemma.”

 

Turning Point: The Power of Planning

After decades of advising Fortune 500 boards, Gib has seen how short-term thinking limits progress. His research found that companies that plan and execute over five to seven years outperform their peers by almost 50 percent.

“China proves the same logic,” he said. “They plan in decades, not in quarters. That’s what leadership looks like.”

“We’re at a fork in the road. For business, for the planet, and for our kids.”

 

Real-World Action: The Numbers Behind the Shift

The scale of China’s transformation is hard to grasp. It makes 80 percent of the world’s solar panels, 60 percent of wind turbines, and half of all electric vehicles. EV sales jumped from six percent to fifty percent in just four years.

“They’re racing up the S-curve while the rest of us are still building PowerPoints,” Gib said with a smile.

“It’s humbling, and it should be.”

For developing countries, this boom has a ripple effect. China’s mass production has driven prices down, making clean tech the affordable choice. “They’ve built more capacity than needed to meet the Paris targets,” Gib said. “That means others can leapfrog. They can skip the fossil era entirely.”

 

Conflict: The Clean Energy Paradox

Even with all this progress, China’s story has a shadow side. The country is still building new coal plants, more than six times as many as any other nation.

“It’s the missing half of the story,” Gib said.

“Air quality is better, but coal isn’t gone. They’re closing older plants, but the tension remains.”

This balance between progress and contradiction mirrors the wider sustainability struggle. Every gain carries a cost. Every victory needs more work.

 

Future Outlook: Lessons for the West

For Gib, the takeaway is simple. Responsibility starts with realism. The West cannot lead without thinking long-term. “Boards don’t usually tell CEOs what to do,” he said. “They lead by asking better questions.”

He hopes China’s progress will wake up Western leaders. “If we don’t change our stripes, we’ll be left in the dust,” he warned.

“Long-term thinking isn’t a luxury. It’s survival.”

 

Takeaway: Responsibility Through Realism

Gib stays hopeful. He believes change can come from three groups at once: leaders, families, and Gen Z. Each has power to shift how we buy, build, and behave.

“The next five years will define the future,” he said.

“Not just for business, but for our planet. It’s time to plan like we mean it.”

 

Closing Reflection

Gib’s message is quiet but firm. Responsibility begins with facing facts and having the courage to look beyond the next quarter. China’s clean energy story isn’t only about economics. It’s a test of how seriously we take the future.

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Inside Kent: Building Real Zero from the Inside

Episode 128 | 4.10.2025

Inside Kent: Building Real Zero from the Inside

Emma Scott on facing the truth about sustainability in a high-carbon world.

Listen to the full podcast episode on YouTube, Spotify, and Apple Podcasts.

When Emma Scott joined Kent as Vice President of Sustainability, she walked into a century-old engineering company built on oil and gas. Her brief was simple on paper: make it sustainable. In reality, it meant rebuilding trust, inside and out, in an industry many no longer believe can change.

 

A Blank Page, Heavy with History

Emma’s role didn’t exist before she arrived. Kent’s leadership had decided the company needed a sustainability strategy, but not much else.

“There were good things happening,” Emma recalls, “but there was no strategy. Everything was in isolation.”

The CEO’s response was to give her complete freedom. “He said, ‘I trust you. Go and do what you need to do.’ It was empowering,” she says, “but also a little scary.”

That trust became both an opportunity and a burden. Building sustainability “from scratch” meant taking a hard look at an organisation still tied to fossil fuels, and at how much it would take to change that.

 

Finding the Facts Before the Promises

When Emma started, Kent didn’t even know its global emissions baseline. “We had no real insight into where the big impacts were,” she admits.

Her small team, just two people, spent months collecting data from projects across dozens of countries. What they found confirmed what many suspected: one large Middle East site accounted for most of the company’s emissions.

“It was sobering,” she says. “But at least we knew where to start.”

The project became their pilot for change, swapping diesel for solar, tracking every tonne of carbon, and sharing what worked and what didn’t. “We can’t boil the ocean,” she says. “So we picked the biggest beast first.”

 

Why She Stays Inside the System

Kent’s deep roots in oil and gas invite scepticism. How can a company built to serve fossil fuel clients claim to be part of the transition?

Emma doesn’t dodge the question. “I’d rather be inside, helping to make change, than outside throwing stones,” she says.

“The lights still need to stay on. The question is: how do we do it better?”

She knows that balance is fragile. Kent now invests heavily in renewables and low-carbon work, but it still depends on the old energy system to survive. “We choose both,” she says. “But we choose to do both more responsibly.”

 

The Myth of ‘Net Zero’

Emma’s thinking sharpened when she read Digging to Zero, a Reuters investigation into decarbonising mining. She quotes a line from Fortescue Metals’ CEO: “The word ‘net’ is killing us.”

“I completely agree,” she says. “We need real zero — cutting emissions, not offsetting them.”

Kent’s own progress mirrors that stance. Rather than buying offsets, it’s testing new solar systems for its high-emitting sites. “One of them’s basically a container full of panels and batteries,” she laughs. “You pull it out of the truck, and it replaces a diesel generator.”

It’s practical, small-scale work, but real. “It’s not perfect,” she says. “But it’s honest.”

 

The Price of Transparency

If there’s one principle Emma refuses to compromise, it’s honesty. “We don’t want to be accused of greenwashing,” she says.

“Everything we say has to be true and clear.”

That sounds simple, but she knows how uncomfortable truth can be when progress is slow. “We’ve had to publish data that isn’t flattering,” she admits. “But hiding it would be worse.”

She works closely with Kent’s communications team to keep sustainability updates factual. “There’s a lot of jargon in our field,” she says. “People confuse sustainability with ESG. I want to make it simple and real.”

 

From Awareness to Ownership

Emma wants sustainability to become everyone’s job, not a specialist’s. “Education is the biggest priority,” she says.

“People need to understand how it helps them do their work better.”

She’s also pushing inclusion and well-being as part of the same mission. “Belonging is sustainability too,” she says. “It’s about people as much as carbon.”

Her long-term goal is to make herself redundant. “When sustainability’s fully embedded, I’ll have worked myself out of a job,” she smiles. “That’s success.”

 

Let’s Get Real

If she could change one thing about business overnight, it would be forced honesty. “Give every corporation a dose of truth serum,” she says.

“Be honest about your impacts and what you’re doing to improve.”

She wants sustainability reports to stop pretending. “They should show the good and the bad,” she says. “If they were truly honest, the world would look very different.”

For Emma, responsibility starts with reality. Her journey isn’t about perfection, it’s about staying in the uncomfortable middle, where progress depends on truth more than image.

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Rum Without the Hangover: Inside a Carbon Negative Distillery

Episode 127 | 26.9.2025

Rum Without the Hangover: Inside a Carbon Negative Distillery

A scientist and a marketer in Devon built Two Drifters to show that British rum can be made from scratch without harming the planet.

Listen to the full podcast episode on YouTube, Spotify, and Apple Podcasts.

Two people, one promise: if they were going to make rum in Devon, it would not damage the planet. That promise is at the heart of Two Drifters, the carbon negative distillery started by Russ and Gemma Wakeham. In this on site episode of The Responsible Edge, we walked through the warm, sugary air of their working distillery to learn how science, data and storytelling come together in a bottle of British rum.

 

The Origin Story

Their journey with rum began long before it became a business. Their first date was at a rum tasting in Bristol. Their honeymoon was in St Lucia, where, as Gemma remembers, rum was “cheaper than water.” After years of moving for Russ’s chemistry career, from Vancouver to Wales, they wanted to raise their daughter back home in Devon. That choice collided with a bigger idea: build a distillery that makes rum from scratch in Britain, not just blends it, and do it in a way where growth does not mean more emissions.

“It won’t be my business that hurts the planet,” says Gemma.

“If we’re going to do this, we’ll do it with everything we have, without adding to global warming.”

 

From Why to How: Making Carbon Negative Rum

Russ looked at the challenge as a scientist. The first step was to measure everything. They carried out a full life cycle assessment, looking at every stage from sugar cane and molasses to pallets, couriers, bars, ice cubes, and glass recycling. The results were eye opening. Sugar inputs carry a big share of the impact. The use phase matters too. And global sugar supply chains are hard to trace.

The solution is not a slogan, it is a system. First, reduce impacts wherever possible. Then, remove what is left through permanent carbon removal. The distillery works with direct air capture so removals are real and can be checked.

“You build the business so that cutting comes first, because removals are expensive, and you only remove what you cannot cut,” Russ explains.

 

Credibility Over Hype

The couple are honest about trade offs. Gemma recalls turning down a tempting London Underground ad campaign after learning that the posters used laminated plastic and paper with a heavy footprint.

“You can’t talk about sustainability on an unsustainable platform,” she says.

These choices are easier when carbon has a real cost inside your business plan. Russ calls it an in house carbon price: a simple way of thinking that pushes every choice, from bottles to transport to advertising, toward lower impact.

And they don’t expect customers to buy for the planet. “First bottles are earned on taste and quality,” Gemma says.

“But the second bottle? That’s where our story helps.”

Tours often turn curiosity into loyalty. Visitors leave having seen the science and the ethos up close.

 

Storytelling That Stands Up

This episode looks at The Power of Climate Storytelling, and Two Drifters is a live case study. Gemma’s role is to keep the story joyful and clear. Russ focuses on the data, making sure it would survive a scientist’s review. Their advice for other founders: pick one issue you really care about, measure it properly, be honest about the gaps, and start now. If you use sustainability only as a marketing tool, it will backfire. If you design the business around it, the marketing will take care of itself.

 

The Big Vision

When asked about the future, Gemma dreams of a destination distillery where visitors can see carbon systems in action, pedal to make power, and learn why certain bottles or closures are used. In her words, it should be sustainability made visible and fun. Russ wants the numbers to add up at scale. He sees a challenger brand that proves internal carbon pricing and credible removals can build profit and force the big players to react.

“Make it profitable, and change follows,” he says. “Price carbon properly, and the market will do the rest.”

 

Closing Takeaway

Two Drifters is not selling virtue. It is selling excellent rum built on a system that refuses to pass hidden costs onto others. That is the responsible edge here: lead with product, back it with proof, and make the tough choices clear. If more founders did this, climate storytelling would not need to sugarcoat the message, it would simply tell the truth.

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Less Profit, More Livable Planet: Rethinking Construction’s Future

Episode 126 | 19.9.2025

Less Profit, More Livable Planet: Rethinking Construction’s Future

Construction expert Saul Humphrey says the path to net zero is not about shiny technology. It begins with choosing the right materials, reusing what we already have, and thinking beyond the next quarter’s profit.

Listen to the full podcast episode on YouTube, Spotify, and Apple Podcasts.

When Saul talks about the future of construction, he doesn’t start with solar panels or smart tech. He starts with timber, hemp, stone, and an uncomfortable truth: we are building on a planet with limits.

As Senior Vice President of The Chartered Institute of Building, a professor of sustainable construction, and the managing partner of a certified B Corp consultancy, Saul has seen every side of the industry. His message is simple but powerful: the greenest building is often the one we don’t demolish, and every fraction of a degree of warming we prevent still matters.

 

Rethinking Value

For Saul, the conversation about sustainability has to start with something most executives understand: money.

Most appeals to “do the right thing” don’t change boardroom behaviour. But when framed in terms of long-term value, the case for sustainable choices becomes harder to ignore.

“Telling someone they must be more sustainable isn’t that compelling. If you can link it to value—whole-life cost, premium asset value, avoiding stranded assets—then you can shape a commercially sound reason to do the right thing.”

This is where his own career has taken him. Starting out at sixteen on a Youth Training Scheme, Saul worked his way up through hands-on delivery roles before moving into senior leadership. Today, his consultancy is focused on proving that sustainable construction is not just good for the planet, but also good business.

 

The Carbon We Forget

The building industry often celebrates its progress on energy efficiency and renewables. But Saul says that is only half the story.

Most of the carbon footprint is not in heating or lighting, but in the materials themselves.

“As the grid decarbonises, embodied carbon becomes the heaviest footprint.”

Concrete, steel, and bricks carry huge emissions before a building is even occupied. To tackle this, Saul champions alternatives such as cross-laminated timber, glulam, hemp, stone, and rammed earth. These options are not just theoretical; many are proven and available today.

 

Fear After Grenfell

Despite these options, the industry has been slow to change. Saul points to the aftermath of the Grenfell tragedy as one reason why.

The disaster made companies and regulators retreat into what felt safe: concrete, brick, and steel. While that caution is understandable, Saul argues it has gone too far.

“In domestic two-storey homes there’s absolutely no reason we shouldn’t be using more bio-based materials.”

The barriers now are less about safety and more about regulation, insurance, and supply chains. To move forward, costs must be assessed across the entire life of a building, not just the cheapest upfront option.

 

Retrofit Before Rebuild

If Saul had one rule for the sector, it would be this: stop tearing down and start improving what we already have.

“We’ve got to stop demolishing things. The most sustainable building is the one that’s already been built.”

By 2050, around 26 million homes will still be standing. Retrofitting them, making them more energy-efficient, and shifting them to renewable energy should be the priority. Only then, Saul argues, should we focus on new builds — and those should be designed with low-carbon materials from the start.

 

Beyond Growth

At the heart of Saul’s thinking lies a bigger challenge: our obsession with growth.

“Perpetual growth on a finite planet simply can’t be sustainable.”

He isn’t arguing for decline or scarcity. Instead, he wants to redefine what abundance looks like: homes that are healthy, communities that are safe, and societies that value wellbeing over endless consumption. Leaders, he says, must be willing to measure success not in quarters, but in generations.

 

Every Degree Matters

Despite the scale of the challenge, Saul refuses to give in to despair.

“Two degrees is bad. Two-point-five is awful. Three is shocking. But 2.9 is better than 3.0. Every tenth of a degree saved preserves possibility.”

That perspective shapes his agenda as incoming CIOB President. His focus is on spreading materials literacy, pushing retrofit-first thinking, and embedding ESG in a way that protects both financial performance and planetary survival.

 

Closing: A Longer Horizon

When asked what change he would like to see in business, Saul’s answer was quick and clear:

“Encourage all to look for longer-term outcomes.”

He believes the industry must step back from short-term profits and start designing for the generations that will inherit what we build. In a sector built on concrete, it may be the most important foundation of all.

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Be a Rebel, Be a Pirate: Mark Goyder on Purpose, Failure, and the Future of Business

Episode 125 | 15.9.2025

Be a Rebel, Be a Pirate: Mark Goyder on Purpose, Failure, and the Future of Business

From community service to corporate boardrooms, Mark Goyder shares his journey of failure, reinvention, and purpose—exploring what it really takes to build responsible companies and why leaders must sometimes ‘be a rebel, be a pirate.’

Listen to the full podcast episode on YouTube, Spotify, and Apple Podcasts.

What does it take to lead a life shaped not by convention, but by values? For Mark Goyder, the founder of Tomorrow’s Company and a lifelong advocate for responsible business, the answer lies in embracing failure, resisting conformity, and holding fast to a sense of purpose that transcends profit.

Speaking on The Responsible Edge podcast, Mark reflects on a career that has spanned politics, business leadership, and decades of work pushing companies to rethink their role in society. His story is less about climbing a straight ladder and more about weaving together experiences—volunteering, factory work, political campaigns, and boardroom debates—into a philosophy of leadership rooted in human values.

 

From Quaker Roots to Cambridge Disillusionment

Mark’s early influences were profoundly shaped by family. His mother, of Quaker origins, embodied calm resilience, while his father campaigned for responsible business long before it was fashionable. Sent away to boarding school, Mark witnessed the racism and elitism of the system, sparking a radical streak.

But it was through community service volunteering—working with Punjabi communities in Shropshire and later with young offenders—that he discovered his ability to lead, persuade, and organise.

“Suddenly,” he recalls, “I found I could communicate, I could persuade people to do things.”

It was a turning point that revealed leadership as service, not authority.

 

Failure as a Teacher

Mark’s career, by his own admission, was not a linear path. After roles in HR and general management, he entered politics with the Social Democratic Party, standing for parliament twice and serving on Kent County Council. Despite tireless campaigning, he saw little electoral progress. Personally, he also faced the devastating loss of his infant son—an experience that reframed his sense of failure.

“Nothing succeeds like failure,” Mark says.

The lessons he thought were distractions—writing press releases, building grassroots campaigns, persuading people on limited resources—later became the foundations for his work with Tomorrow’s Company. Failure, in his words, is never wasted.

 

The Birth of Tomorrow’s Company

In 1990, Mark was invited by Charles Handy to direct a programme at the RSA that asked the radical question: What is a company for? The resulting Tomorrow’s Company inquiry brought business leaders together to explore the role of purpose and relationships in corporate success. Its landmark 1995 report introduced the concept of “enlightened shareholder value,” later enshrined in UK company law.

For Mark, this was a pivotal moment: a chance to translate years of hard-won lessons into a new vision for business.

“Human business is effective business,” he argues.

Purpose and values, once seen as “soft” add-ons, are now recognised as central to success.

 

Protecting Purpose in a Corporate World

One of the central questions Mark wrestles with today is how companies can retain their values once they grow or are sold. He points to the Ben & Jerry’s-Unilever saga as a cautionary tale. Founders can write protections into agreements, but ownership structures and market pressures often erode original purpose.

“The idea that you can talk about a purposeful company independent of talking about ownership is for the birds,” he insists.

True purpose requires governance that ties values to decision-making at every stage—what he calls the “seven ages of the company.”

 

Reinventing for the Next Generation

Now, Tomorrow’s Company is turning its attention to education, working with schools to help 14- and 15-year-olds discover their potential and imagine new ways of engaging with work. It’s a return to Mark’s own formative experiences with community service, completing a circle that began in Shropshire decades ago.

At the same time, he is championing “game-changing ideas” with networks of responsible business organisations—from new governance models to place-based investment. The goal is not just incremental change, but systemic reform.

 

A Rebel’s Advice

If there’s one message Mark offers to young leaders, it’s this: don’t let conventional definitions of success box you in.

“Be a rebel, be a pirate if that’s what it takes to reconnect with the real soul inside you,” he says.

For someone who has combined politics, business, and activism into a restless, values-driven career, the advice rings true. The future of responsible business, as he sees it, belongs not to those who follow the rules, but to those willing to challenge them.

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