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GM24: The Real Cause of the Global Energy Crisis (Part 1) ft. Adam Rozencwajg
28th September 2022 • Top Traders Unplugged • Niels Kaastrup-Larsen
00:00:00 01:06:36

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Today, we welcome back Adam Rozencwajg, Managing Partner at Goehring & Rozencwajg, to help us understand the global energy crisis and how we ended up in this situation. We discuss the outlook of the coming months and why we are in the beginning of a commodity super cycle, how the supply and demand side of the economy functions and what role the Strategic Petroleum Reserve (SPR) plays in a global energy crisis. We also discuss the different types of energy commodities, how convergence will affect the energy market and how to take advantage of it, the history of energy and the importance of ensuring a continuous abundance of efficient energy, how nuclear power can be a viable solution to the energy crisis and much more.


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Episode TimeStamps:

00:00 - Intro

02:01 - Heading into the winter

10:42 - Flood the market with oil...a good idea?

14:50 - Understanding the supply side

29:30 - Venezuela - A hot spot?

33:21 - Is the SPR in trouble?

40:12 - The role of the different energy commodities

42:51 - Why convergence and how to take advantage of it

51:56 - The end of energy abundance

59:57 - Is nuclear the future?

01:05:18 - Thanks for listening

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