Recorded on September 8th, 2023
Adam Rozencwajg of Goehring & Rozencwajg, Natural Research Investors, sits down with Jacob Shapiro for this inaugural episode of The Geopolitics of Commodities.
Adam and Jacob discuss a wide range of topics including Europe’s LNG situation, global energy exports, what the supply side of the gas market is telling us, Adam’s thoughts on fusion tech, and much more.
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0:00 – Geopolitical Risk within Natural Resources Markets
4:32 – The Period of Unusual Energy Abundance and Security is Behind Us
8:50 – Energy Exports and the Outlook for Global Energy Production Infrastructures
25:15 – Overblown Nuclear Fusion Narrative
32:25 – Complacency in Natural Gas
40:37 – Oversupply of Natural Gas by 2025/26?
47:10 – Should Farmers Plant More Soybeans to Profit from the Rise of Biofuels?
#macro #finance #investing #commodities #oil #uranium #nuclear #naturalgas #lng #geopolitics #russia