Energy Underinvestment to Induce "Decade of Shortages" with Adam Rozencwajg

WTFinance

Interview recorded - 27th of October, 2023
On this episode of the WTFinance podcast I had the pleasure of speaking with Adam Rozencwajg - Managing Partner at Goehring & Rozencwajg.
On this episode of the podcast we spoke about what is happening in the energy markets, underinvestment in energy over the past decade, risk of price fluctuations, what this means for prices and more. I hope you enjoy!
0:00 - Introduction
1:00 - What is Adam currently seeing in energy markets?
5:25 - CAPEX or Geopolitical issue in energy investment?
9:58 - Would embargo impact the US?
12:00 - Are the energy markets tight?
13:35 - Odds of an energy embargo?
16:53 - What happens with less buffer in energy markets?
17:45 - Key drivers of energy demand?
18:37 - What is happening in the gas markets?
22:10 - US upstream equities?
23:30 - Investment thesis behind uranium?
27:25 - Any mines scheduled to come online in near-term?
27:55 - Other commodities Adam is watching?
29:08 - One message to takeaway from conversation?
Currently, Adam is the Managing Partner of Goehring & Rozencwajg, Natural Resource Investors.
Adam has many years of investment experience. Between 2007 and 2015, he worked exclusively on the Global Natural Resources Fund at Chilton Investment Company with Mr. Goehring.
Prior to joining Chilton Investment Company, Adam worked in the Investment Banking department at Lehman Brothers between 2006 and 2007.
He holds a Bachelor of Arts degree with a major in Economics/Philosophy from Columbia University and is a CFA charter-holder.
Adam Rozencwajg -
Website - https://www.gorozen.com/
Twitter - https://twitter.com/Go_Rozen
LinkedIn - https://www.linkedin.com/in/adam-rozencwajg-770614/
WTFinance -
Instagram - https://www.instagram.com/wtfinancee/
Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn
iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
Twitter - https://twitter.com/AnthonyFatseas