What is happening in the energy markets? Why is there an underinvestment in energy over the past decade? What is the risk of price fluctuations? What does this mean for prices?
Adam Rozencwajg, CFA, Managing Partner at Goehring & Rozencwajg, joined Anthony Fatseas, the host of the WTFinance podcast to discuss all of these questions and much more.
We invite you to listen to this very informative interview: Energy Underinvestment to Induce "Decade of Shortages".
Interview recorded on October 27, 2023
0:00 - Introduction
1:00 - What is Adam currently seeing in energy markets?
5:25 - CAPEX or Geopolitical issue in energy investment?
9:58 - Would embargo impact the US?
12:00 - Are the energy markets tight?
13:35 - Odds of an energy embargo?
16:53 - What happens with less buffer in energy markets?
17:45 - Key drivers of energy demand?
18:37 - What is happening in the gas markets?
22:10 - US upstream equities?
23:30 - Investment thesis behind uranium?
27:25 - Any mines scheduled to come online in near-term?
27:55 - Other commodities Adam is watching?
29:08 - One message to takeaway from conversation?
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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