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Macro Voices
MacroVoices #428 Adam Rozencwajg: AI Demand, Energy & Precious Metals
May 16, 2024
Adam Rozencwajg from Goehring & Rozencwaj discusses energy markets and precious metals on the podcast. They delve into the evolution of US natural gas market, US oil production data discrepancies, challenges in energy and gold markets, risk hedging strategies, market analysis, and speculation.
01:10:39
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Quick takeaways
- US natural gas market shows potential for substantial price increase due to temporary challenges in warm winters and excess inventory
- US shale production slowdown may lead to a tightening in oil supply, potentially causing a significant price hike
Deep dives
The Potential in the US Natural Gas Market
The podcast discusses the potential in the US natural gas market according to co-founder Adam Rosenschwag. Rosenschwag highlights the current market conditions, pointing out that US natural gas prices are at historically low levels. Despite previous delays in natural gas catching up from an energy transition perspective, Rosenschwag sees a significant upside potential in the US natural gas market. He emphasizes that the challenges faced due to warm winters leading to excess gas in inventories are temporary, and the slowdown in supply growth combined with robust demand may lead to a substantial increase in natural gas prices.
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