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.
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