The HC Commodities Podcast

The Energetic Problem with the Energy Transition with Adam Rozencwajg

Mar 22, 2023

01:04:00

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Episode notes

Introduction

2min

The Energy Problem of Decarbonisation

3min

The History of Energy

3min

The Importance of Energy Transition to Decarbonization

3min

The Impact of the Shale Revolution on the Energy World

3min

The Shale Story

3min

The Importance of Energy Return on Investment

4min

The History of Energy Transitions

3min

The Importance of Overhang Capital

2min

10.

The Evolution of the E-Roy

5min

11.

The Energy Consumption of Chat GPT

2min

12.

The Impact of Wind and Solar on Energy Efficiency

6min

13.

The Pushback to Renewable Energy

4min

14.

The Viral Cycle of Renewable Energy

2min

15.

The Impact of Decarbonization on the Environment

3min

16.

The Economics of Nuclear Power

5min

17.

The Cost of a Third Generation Nuclear Reactor

3min

18.

The Bipartisan Support for Nuclear Power

2min

19.

The Energy Transition: Where Is the Fundamental Shift?

3min

20.

The Resilience of the Oil and Gas Industry

2min

21.

The Rise in Interest Rates and the Impact on the Energy and Commodity World

2min

Decarbonization is crucial to tackling climate change. Yet, human history has been a story of increasing energy consumption and hydrocarbons unleashed global development. Today, hope and investment is pinned on a suite of alternatives, especially wind and solar. The economics work. However, do the energetics? Our guest has spent a decade looking at the energy return on investment (EROI) and his work and insight presents a stark contrast and challenge to our current direction. Adam Rozencwajg is Managing Partner at Goehring & Rozencwajg, a commodities and natural resources fund with over 30 years of track record and holds a global following for their research (available here http://gorozen.com/)