Energy Demand is Massively Misunderstood, Here's Why We're Bullish: Adam Rozencwajg
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. Please Visit Our Sponsor: https://www.moneymetals.com/?utm_sour... Receive a $10 credit during checkout. Use coupon code: JesseDay Follow Jesse Day on X: / jessebday Goehring and Rozencwajg: https://www.gorozen.com 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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