Energy Demand is Massively Misunderstood, Here's Why We're Bullish: Adam Rozencwajg
Автор: Commodity Culture
Загружено: 2024-02-07
Просмотров: 20402
Adam Rozencwajg is an expert on the energy space and in his view, the sector is a must-own for a multitude of reasons he outlines in this interview. Adam provides his in-depth investment thesis for oil, natural gas and uranium, along with explaining why so many investors misunderstand the delicate balance of supply and demand when it comes to energy.
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00:00 Introduction
00:56 The Reality of Energy Demand
17:56 Increased Efficiency in Oil & Gas Extraction
24:09 Oil Now is Like Uranium a Year Ago
30:22 Outlook for Natural Gas
34:01 There Will Be a Scramble For Uranium
42:04 What's the Bear Case?
#oil #naturalgas #uranium
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