Commodity Culture Global Energy - At a Hinge of History: Gianni Kovacevic
Mar 8, 2025
Gianni Kovacevic, investor and author of "My Electrician Drives a Porsche," shares his extensive knowledge of global energy markets. He details the historical evolution of energy from whale oil to renewables, highlighting the significance of copper and lithium in future energy transitions. Kovacevic discusses the geopolitical impacts of oil, the rise of electric vehicles, and the challenges facing nuclear energy. With insights into China's energy landscape and the shift towards renewable sources, he paints a compelling picture of our energy future.
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Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Intro
00:00 • 4min
A Journey Through Global Energy and Human Progress
03:38 • 2min
The Evolution of Energy: From Kerosene to Electric Light
05:58 • 6min
Copper: The Cornerstone of Electrification and Mining Innovation
11:44 • 3min
The Evolution of Energy: From Animal Power to Oil Dependency
14:31 • 2min
The Birth of Oil and Global Power Shifts
16:28 • 15min
Navigating the Oil Landscape
30:58 • 31min
Global Energy Trends and China's Dominance
01:01:57 • 27min
Nuclear Power: Challenges and Opportunities
01:28:52 • 14min
The Shifting Gears of Automotive Innovation
01:42:50 • 12min
Transforming Perceptions of Electric Vehicles
01:55:05 • 26min
Navigating Electric Vehicle Range Anxiety
02:21:25 • 21min
The Future of Transportation Energy: Internal Combustion vs. Electric Motors
02:41:55 • 3min
Copper, Lithium, and the Energy Transition
02:44:41 • 28min
Revolutionizing Energy: The Path to Independence
03:12:15 • 6min
