Adam Rozencwajg, CFA, Managing Partner at Goehring & Rozencwajg, joined the "Top Traders Unplugged" podcast as part of their Global Macro series. In this episode, The Dark Side of Renewable Energy, they discuss ESG policies, the emerging energy crisis, and the new battle between the Climate-Green and the Nature-Green.
They 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.
Interested in learning more on this topic? Listen to a replay of our webinar, Natural Resources: Inflation, Capital Cycles and ESG Distortions, recorded on March 9, 2022.