Renewables, Natural Gas and Nukes with Adam Rozencwajg

Renewables, Natural Gas and Nukes with Adam Rozencwajg

In 2023, Renewables have struggled with rising costs and higher interest rates. Alongside, there is a growing palpable shift in the perceptions, and expectations of nuclear power’s role in the energy transition. Is this a structural shift? Natural gas remains the bridge fuel but can shale production keep up with growing US exports and if not, what will that mean? in this episode, Adam Rozencwajg, Managing Partner of Natural Resource investor Goehring and Rozencwajg rejoins us to discuss the structural shifts and shifting sentiments in energy in 2023 and what 2024 may hold in store.

You can view Goehring & Rozencwajg's research here:https://www.gorozen.com

You can visit HC Group here: www.hcgroup.global

Avsnitt(320)

Navigating Trump 2.0:  Part 1 - Signal vs Noise  with Nick Kumleben

Navigating Trump 2.0: Part 1 - Signal vs Noise with Nick Kumleben

The commodities sector faces a new and uncertain world.  In this episode, we look at how to understand and how to navigatethe new Trump administration and its impact on domestic and global markets, pa...

15 Apr 202546min

Talent Intelligence with Amelia Chahal

Talent Intelligence with Amelia Chahal

Head of Talent Intelligence for HC Group, Amelia Chahal, joins us to discuss their offering and the Global Energy Trading Compensation Report 2025 available for purchase.To register interest in the re...

10 Apr 202515min

Challenging Energy Narratives with Jarand Rystad

Challenging Energy Narratives with Jarand Rystad

In this episode, we stress test and challenge some of the key recent narratives in the energy world. Will we still see peak oil demand by 2030? Is there under investment in oil production that could l...

8 Apr 202551min

China and Oil with Tom Reed

China and Oil with Tom Reed

Today we are focused on China and its oil market. How has their oil sector developed over the last 50 years? Who are the teapot refiners? And how is the market now structured in the wake of COVID, san...

1 Apr 202557min

Notes from The FT Commodities Global Summit 2025: Uncertainty, Security and Opportunity

Notes from The FT Commodities Global Summit 2025: Uncertainty, Security and Opportunity

Once again, we attended (Www.hcgroup.global) the Financial Times Commodities Global Summit in Lausanne. Leaders in the commodities sector gather for this excellent event to share their views on the st...

30 Mars 202518min

Powering the Data Center Arms Race with Adam Mirick

Powering the Data Center Arms Race with Adam Mirick

Today we're talking about data centers and the global arms race to develop them. What is driving that demand? What are the demands of the AI sector and how is technology changing to meet it? And what ...

26 Mars 202553min

ESG is dead…Long Live ESG! with Anastasia Kuskova

ESG is dead…Long Live ESG! with Anastasia Kuskova

Today we return to the subject of ESG and sustainability. In the wake of COVID, organizations globally made huge commitments around ESG goals. Sustainability teams were hired and grew rapidly. Today, ...

19 Mars 202544min

The Democratization of Oil Trading with Greg Newman

The Democratization of Oil Trading with Greg Newman

Oil Trading remains the preserve of wealthy industry participants. Few organizations have the means and access to trade the myriad OTC contracts that underpin the markets. However, much as we have see...

12 Mars 202550min

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