38 min listen
The Energetic Problem with the Energy Transition with Adam Rozencwajg
FromThe HC Insider Podcast: Conversations in Energy & Commodities
The Energetic Problem with the Energy Transition with Adam Rozencwajg
FromThe HC Insider Podcast: Conversations in Energy & Commodities
ratings:
Length:
64 minutes
Released:
Mar 22, 2023
Format:
Podcast episode
Description
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/)
Released:
Mar 22, 2023
Format:
Podcast episode
Titles in the series (100)
The Future for Refiners, with Daryl Schofield: Decarbonization, decreasing demand, decreased capital market support and increased global capacity present stark challenges for refiners. And COVID-19 has only accelerated these trends and decreasing the time available for a response. Daryl Schofield joins Paul Chapman to discuss and provide some insights on how such firms can not only survive energy transition but maybe even thrive. Daryl has a 30 year career in trading and commercial operations, including executive committee levels roles with Delek, Tesoro & BP. by The HC Insider Podcast: Conversations in Energy & Commodities