"From a supply perspective (regarding the energy market) I think we are at a very dangerous and important inflection point right now -- and that's because the shale basins which heretofore have been an unbelievable source of new supply -- are at risk of depleting..." said Adam Rozencwajg of Goehring & Rozencwajg (G&R).
Adam Rozencwajg, Managing Partner at G&R, recently participated in a dynamic Roundtable Discussion organized by the Financial Repression Authority. Alongside esteemed experts such as Doomberg, Dr. Anas Alhajji, and Yra Harris, Rozencwajg delved into an insightful discussion on the global demand and supply of the energy market.
Watch the roundtable discussion below (filmed on June 21, 2023).
Want to learn more on this topic from Goehring & Rozencwajg? We invite you to download or revisit our entire Q1 2023 research letter, available below.
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