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Managing Partner at Goehring & Rozencwajg and energy investor Adam Rozencwajg explains why he sees an increase in black swan events, such as the destruction of the Nord Stream pipeline, up ahead as the energy market gets tighter due to misguided ESG policies and political virtue signaling.
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00:00 Introduction
01:13 Energy Picture in Europe
05:47 Nord Stream Pipeline Explosion
11:56 Strategic Petroleum Reserve
18:38 Will the Energy Crisis Come to the U.S.?
20:53 Potential of Global Recession
24:24 False Promises of Renewable Energy
30:38 Are Wind & Solar Truly Renewable?
33:55 Nuclear Energy
38:33 Investing in Oil & Gas
42:40 Biofuels & Hydrogen
46:35 Gasifying Coal
49:25 The Problem With Carbon Neutral
#energy #oilandgas #nuclearpower
