Is electricity a commodity? If not, why not? If so, how do you get exposure with the demand for electricity set to possibly outstrip the world's forthcoming technological advancements. Join us on a high energy episode of The Derivative by RCM Alternatives for an in-depth exploration of "Electrifying America" with Timothy Kramer, a seasoned energy and power trader and CEO of CNIC Funds – the group behind the AMPD electricity ETF. In this stimulating conversation, Kramer sheds light on the difficulties of accessing the power market, why electricity should be part of any inflation-protecting commodity investments, and what the overall landscape looks like for America's electrification journey, unveiling three key pillars: importance, inflation, and imbalance.
From the coming era of all-electric vehicles to the challenges facing renewable energy, Kramer navigates the complexities and opportunities. He also delves into the creation of innovative indices and the dynamic interplay between power and commodities — SEND IT!
Chapters:
00:00-01:53 = Intro
01:54-03:53 = Texas is How Big?
03:54-17:38= The Electrification of America, Power’s Supply/Demand
17:39-23:48= ESG push back & removing carbon = Carbon Neutral
23:49-36:47= Creating an Index- AMPD: Deregulation, power
generation & retail providers
36:48-44:12= The power players in the power market
44:13-54:23= Carbon offset vetting and commodity exposure
54:24-01:00:42 = Is Bitcoin mining a legit use on power grids?
From the episode:
The Electrification of America
https://www.cnicfunds.com/
The Kaoboy of convertible Arb with Michael Kao Derivative episode
Super storms, mathematical modeling, and hurricane hunting with Dr. Jeff Masters Derivative episode
Follow along with Timothy on LinkedIn and check out all the links above for more information!
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Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer
The Derivative