Arvind Sanger

In this discussion, Arvind Sanger, founder of Geosphere Capital Management, dives into the evolving landscape of the energy market. He explains the cyclical nature of energy, driven by the roles of China and India. Sanger shares insights on a balanced transition from fossil fuels to renewables and highlights essential metals necessary for sustainable energy. He expresses bullishness on uranium, explores potential breakthroughs in energy technology, and discusses AI's impact on energy demand, underscoring key investment opportunities in the sector.