Managing partner Adam Rozencwajg was recently featured on Financial Sense Wealth Management’s popular podcast to discuss the supply and demand backdrop for copper, and why we’ll likely see higher..
“Jefferies published a research note entitled “Are EVs as ‘Green’ as They Appear?” in which they conclude an electric vehicle must be driven 200,000 km (or 124,000 miles) before its “whole of..
“According to our models, an aggressive push toward nuclear and gas would allow total global energy demand to grow by 35% over the next two decades while still cutting carbon emissions by nearly..
Recently, Jesse Felder, former hedge fund manager and host of the popular podcast Superinvestors and the Art of Worldly Wisdom, interviewed our very own Adam Rozencwajg to discuss the bubbles in..
“Given the huge upfront energy needs of wind, solar and batteries, any performance disappointment could mean the difference between moderate carbon savings and net increases in carbon.”
Electric vehicles will likely not deliver the necessary carbon reduction many people are expecting. In Norway, electric vehicle sales have gone from zero to nearly 60% penetration between 2010 and..
In our latest quarterly commentary, we took a close look at an investment theme that has much — we’d say too much —momentum behind it: Green energy. The full commentary is worth a read for anyone..