Today, we welcome back Adam Rozencwajg, Managing Partner at Goehring & Rozencwajg, to help us understand the global energy crisis and how we ended up in this situation. We discuss the outlook of the coming months and why we are in the beginning of a commodity super cycle, how the supply and demand side of the economy functions and what role the Strategic Petroleum Reserve (SPR) plays in a global energy crisis. We also discuss the different types of energy commodities, how convergence will affect the energy market and how to take advantage of it, the history of energy and the importance of ensuring a continuous abundance of efficient energy, how nuclear power can be a viable solution to the energy crisis and much more.
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00:00 – Intro
02:01 – Heading into the winter
10:42 – Flood the market with oil…a good idea?
14:50 – Understanding the supply side
29:30 – Venezuela – A hot spot?
33:21 – Is the SPR in trouble?
40:12 – The role of the different energy commodities
42:51 – Why convergence and how to take advantage of it
51:56 – The end of energy abundance
59:57 – Is nuclear the future?
01:05:18 – Thanks for listening