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China's Dominance in Energy Markets and Green Technologies
Exploring China's pivotal role in energy markets, the chapter showcases its leadership in electric vehicles, solar modules, and lithium processing. It discusses the strategic implications of China's strong position in green technologies and the evolving dynamics with key players like Russia, Iran, and the Western world.
On today’s episode, Clay is joined by Arvind Sanger to discuss investment opportunities in the energy, metals, and mining space.
Arvind Sanger is the founder and managing partner of Geosphere Capital Management, a global long-short equity hedge fund focused on natural resources and industrial companies worldwide.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:21 - How the energy space has developed over the past 30 years.
05:35 - Why energy is inherently cyclical.
11:21 - Arvind’s view on a sensible energy transition.
21:49 - China and India’s role in today’s energy markets.
25:51 - How Arvind views this energy cycle playing out.
28:19 - How AI will impact energy demand.
32:49 - The primary metals needed in the transition to sustainable energy.
42:20 - Why Arvind is still bullish on uranium.
55:55 - Potential breakthrough technologies to come in the future.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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