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The Energetic Problem with the Energy Transition with Adam Rozencwajg
Episode 140

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/)

The HC Commodities Podcast · Adam rozencwajg, Paul chapman

March 22, 20231h 4m

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Show Notes

 

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/)


 

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Topics

oilshalerenewableswindnatural resourceshydrogensolarcommoditiesenergy transitioninterest ratesgasoil trading