The Business Brew

Arvind Sanger - The Sustainable Energy Transition

Jul 14, 2023
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ANECDOTE

Career Path

  • Arvind Sanger transitioned from a sell-side analyst to the buy side in 2002, joining SAC Capital.
  • He managed a rapidly growing portfolio, eventually reaching $1 billion, before launching his own fund, Geosphere Capital.
INSIGHT

Commodity Cycles

  • Arvind Sanger's investment career has spanned three distinct commodity cycles, each with unique drivers.
  • The 2000s saw peak oil and China's demand boom, while the 2010s witnessed a shale oil revolution and changing Chinese growth.
INSIGHT

Current Cycle Drivers

  • The current commodity cycle is driven by underinvestment in fossil fuels due to ESG concerns and a slower-than-anticipated energy transition.
  • This creates a unique opportunity, as demand for fossil fuels remains while supply is constrained.
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