The Bullish Energy Cycle w/ Arvind Sanger (TIP631)
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- Опубликовано: 9 июн 2024
- Clay is joined by Arvind Sanger to discuss investment opportunities in the energy, metals, and mining space.
Arvind Sanger is the founder and managing partner of Geosphere Capital Management, a global long-short equity hedge fund focused on natural resources and industrial companies worldwide.
IN THIS EPISODE YOU’LL LEARN:
00:00:00 - Intro
00:00:41 - Energy History
00:05:11 - Market Cyclicality
00:11:50 - Sensible Energy Transition
00:15:30 - Fossil Fuels
00:27:11 - Energy Demand from AI
00:30:35 - India
00:32:33 - Investing in Metals
00:39:43 - Uranium
00:48:17 - Coal
00:51:28 - Things to Watch
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00:00:00 Energy transition fear shaping investment cycles.
00:01:14 Historical perspective on energy market cycles.
00:02:11 Emergence of China impacting energy demand.
00:03:34 Shift from peak oil concerns to shale oil abundance.
00:04:43 Sensible energy transition amidst market dynamics.
00:06:05 Impact of cyclical nature on energy supply.
00:15:50 Importance of fossil fuels in base load power.
00:20:24 China's significant role in global energy demand.
00:21:49 China's dominance in green technologies and energy transition.
00:22:01 Strategic importance of China in supplying key materials.
00:23:04 Shift in energy demand dynamics from China to India.
00:23:30 Concerns over supply constraints in green energy transition.
00:27:01 Impact of AI and data centers on energy demands.
00:27:54 Increasing electricity demand from data centers and crypto mining.
00:30:57 India's significant role in driving energy demand growth.
00:33:10 Importance of metals like steel and copper in energy transition.
00:37:19 Nuclear energy as a green base load power source.
00:40:08 Challenges and opportunities in uranium supply and investment.
00:43:28 Uranium mining industry overview.
00:45:05 Diverse investment approach in cyclical industries.
00:48:22 Importance of metallurgical coal in steel production.
00:51:32 Monitoring data points for energy investments.
00:52:50 Implications of China's economic activities on global markets.
00:54:49 Risks and uncertainties in energy investments.
00:55:22 Potential breakthrough technologies in energy sector.
00:56:51 Fusion energy and battery technology advancements.
00:58:14 Information on Geosphere Capital and investment opportunities.
Great guest! Love your work
Thanks so much! 🙌
Great podcast
Thanks for watching! 💡
This guy has so much energy!
Unlike Joe Biden
Shocking
😂He is electrified.
great as always
So glad you enjoyed it! 🎉
I know one thing... nuclear fusion isn't happening by 2040. Or 2140. But there are better fission reactors. Molten salt reactors are better than light water reactors, but they're still "just" fission.
Aren't data centers reducing work in less energy-efficient areas?
Currently the energy consumption growth is a Global South story.