“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 life”...
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) of...
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...
“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](https://blog.gorozen.com/hubfs/Blog%20Images/2021.03%20GR%20Blog%20230%20LinkedIn.png)
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 both...
“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 people...
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...
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 to...
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...
We believe we are on the cusp of a global energy crisis. Like most crises, the fundamental causes for this crisis have been brewing for several years but have lacked a catalyst to bring them to the...