[INTERVIEW] Geopolitical Risk within Natural Resources Markets


In this episode, Adam Rozencwajg joined Jacob Shapiro of the Lykeion Channel for an 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.

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?

This interview is available below (filmed September 8, 2023). 



NOTE: Adam mentions a roundtable discussion with Marko Papic, Partner and Chief Strategist of the Clocktower Group.  To access this particular roundtable, please click here



Want to learn more from Goehring & Rozencwajg? We invite you to download or revisit our entire Q2 2023 investor research letter, available below.   

Q2 2023 Research: Golden Foresight. Read Now >



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