Featuring: Leigh Goehring & Adam Rosencwajg, Founders, Goehring and Rosencwajg

Leigh and Adam are sharp I come at them fast and furious... how would you characterize energy policy in the United States and Europe, and how has this contributed to the emerging energy crisis? Your research frequently refers to the fundamental laws of thermodynamics. Help our viewers understand some of the contradictions between the science, policy and implementation? Your work recently highlighted how the so called super major oil companies have been shrinking from their former greatness. Describe how this has happened and what the presence of activist investors like Engine No1 and Third Point may mean for the future of these companies? Much has been written about an impending shortage of copper for electrification. Can you help our viewers understand why this is happening, and try to explain how markets might navigate the perceived shortfall? Many people are aware of lithium as a core input to battery manufacture for electric vehicle and short term storage needs, but which are the lesser known battery minerals that may prove to be in short supply? Turning to the soft commodities, does your firm invest directly in grains or do you seek exposure through agricultural supply routes, and before answering that perhaps you can discuss why rising protein diets and renewable fuel mandates may both be contributing to stronger demand for grains?


#energy #oil #cleantech #green #copper #lithium #investing #energycrisis