The Energetic Problem with the Energy Transition with Adam Rozencwajg

The Energetic Problem with the Energy Transition with Adam Rozencwajg

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/)


For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global

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The World for Sale: A conversation with the authors

The World for Sale: A conversation with the authors

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Through a Mirror, Darkly: The art of measuring risk in commodities

Through a Mirror, Darkly: The art of measuring risk in commodities

Measuring risk is at the core commodity trading and Value At Risk is its most common expression. However, as frequent outsized and unexpected losses, stop outs and personnel departures attest, all our...

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The commodities sector is rich, of strategic national interest, at the center of geopolitics, and environmentally impactful. Thus, it is a focal target for cyber-attacks from criminals, national actor...

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The EV tipping point: consequences for the commodities world

The EV tipping point: consequences for the commodities world

Our guest, Arcady Sosinov, CEO and Founder of Freewire Technologies, believes Electric Vehicles present the biggest industrial change and opportunity in our lifetimes. With most major automobile manuf...

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Trading Data

Trading Data

Commodities trading has always been about having an informational edge. About having better data. With digitalization, data is now produced in exponentially larger quantities and so has our capacity t...

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The Biggest Risk in Commodity Trading: Compliance

The Biggest Risk in Commodity Trading: Compliance

Energy and commodity trading is complex (consider both its physical and financial nature), and so are the rules and regulations surrounding it. Multiple regulators, jurisdictions and standards can app...

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ESG: The Newest Risk in Commodities

ESG: The Newest Risk in Commodities

Every business faces ESG risks. Those risks are heightened in a sector defined by natural resource extraction and consumption, but so are the opportunities. The key to addressing these risks is having...

13 Jan 202142min

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