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The Geopolitics of Commodities
Adam Rozencwajg - ”Let’s be clear, Russia has Europe over a barrel with Uranium enrichment”
Sep 13, 2023
52:04
Recorded on September 8th, 2023
Adam Rozenswajg of Goehring & Rozencwajg, Natural Research Investors, sits down with Jacob Shapiro for this inaugural episode of The Geopolitics of Commodities.
Adam and Jacob discuss a wide range of topics including Europe's LNG situation, global energy exports, what the supply side of the gas market is telling us, Adam's thoughts on fusion tech, and much more.
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