[Podcast with Financial Sense] Copper Has Years Left to Run

06/17/2021

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..

Exploring Lithium-ion Electric Vehicles’ Carbon Footprint

06/03/2021

“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..

Copper Depletion: Decades in the Making

05/19/2021

Prior to 2005, few investors paid any attention to issues related to copper depletion. The reason was simple: the average reserve grade and head grade (that is, the quality of the ore being mined)..

The Anti-Bubble: Traditional Energy

04/21/2021

Investor euphoria has exploded across all types of asset classes and is bordering on mania for a select few. Market participants talk of bubbles everywhere.Well, here is the anti-bubble. As value..

Nuclear Energy and Other CO2-Friendly Alternatives

03/31/2021

“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..

[Podcast with Jesse Felder] The Speculative Mania in Green Energy Stocks

03/24/2021

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..

How Energy Intensive Will the “Green Transition” Be?

03/18/2021

“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.”

Few..

The Inefficiencies of Electric Vehicles, Wind and Solar

03/12/2021

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..

The Fuzzy Math Behind Carbon Emission Projections

03/03/2021

Valuations for nearly any stock tied to renewable energy themes became quite stretched in 2020, and reports from reputable agencies predicting an acceleration in renewable adoption have only added..

Green Energy Investment Mania: The Good, the Bad and the Ugly

02/24/2021

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..

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