Adam Rosencwajg on the dark side of renewables.
Posted: May 16th, 2022, 11:02 am
Interesting podcast discussion on sources of energy and the role its efficiency in terms of EROI* has played in societal development.
https://www.toptradersunplugged.com/podcast/adam-rozencwajg-global-macro-series-may-11th-2022/
The inefficiency of renewables in terms of energy utilisation due to intermittency and redundancy ... from 25 mins... and the handicap it may impose on future development.
He favours nuclear power although he glosses over the waste issue. Uranium producers as an investment.
And US natural gas.
And resources.
Seems to know his stuff. Energy and agriculture specialist. But, he is a fund manager, and it has to be said that their funds have not performed especially well. When investing, it can be hard to translate knowledge into money.
*EROI = Energy Return on Investment, is the amount of energy expended to produce a certain amount of net energy.
https://www.investopedia.com/terms/e/energy-return-on-investment.asp
V8
https://www.toptradersunplugged.com/podcast/adam-rozencwajg-global-macro-series-may-11th-2022/
The inefficiency of renewables in terms of energy utilisation due to intermittency and redundancy ... from 25 mins... and the handicap it may impose on future development.
He favours nuclear power although he glosses over the waste issue. Uranium producers as an investment.
And US natural gas.
And resources.
Seems to know his stuff. Energy and agriculture specialist. But, he is a fund manager, and it has to be said that their funds have not performed especially well. When investing, it can be hard to translate knowledge into money.
*EROI = Energy Return on Investment, is the amount of energy expended to produce a certain amount of net energy.
https://www.investopedia.com/terms/e/energy-return-on-investment.asp
V8