Adam Rozencwajg, Managing Partner at Goehring & Rozencwajg, joins us in today’s episode to discuss ESG policies, the emerging energy crisis, and the new battle between the Climate-Green and the Nature-Green. We also dive into how the energy sector has evolved over time and the dark sides of renewable energy, why Moore’s Law does not apply to wind and solar energy, how cheap energy leads to distortion and malinvestment of energy, how the argument of human extinction skews the energy debate, nuclear energy and how it might be a solution to the climate crisis, how de-globalization has made the energy sector more vulnerable and much more.

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Episode TimeStamps:

00:00 - Intro

05:12 - Adam’s background & the history of Energy

13:58 - The Dark side of Renewable energy

29:11 - Moore’s Law

36:54 - Malinvestment and creative destruction

44:33 - The renewable energy debate

52:34 - Nuclear energy

01:04:54 - De-globalization and its consequences

01:09:42 - Link between energy prices and GDP

01:13:00 - Rounding off

Resources discussed in this Episode:

Link: History of Energy G&R Video

GM14: The Dark Side of Renewable Energy ft. Adam Rozencwajg

Top Traders Unplugged