In this conversation with Adam, we managed to combine 3 of my favorite topics - AI, energy, and investing. We talked about applying AI to solve the oil wells’ productivity surge puzzle, building an ML system in the environment of an investment firm, Adam’s views on the solar, wind, and nuclear, as well as the future energy supply breakdown in the US, Europe, China, and India.
Adam is a Managing Partner of Goehring & Rozencwajg. Goehring & Rozencwajg (G&R) is a fundamental research firm focused exclusively on contrarian natural resource investments with a team with over 30 years of dedicated resource experience. G&R is an SEC Registered Investment Advisor.
0:00 Goehring & Rozencwajg Profile. Lessons from 30 years investing energy and minerals
12:26 Applying AI to the fundamental research & Solving the doubling of oil wells’ productivity puzzle
37:26 Global fossil fuels supply picture
47:10 Solar & Wind as sources of energy
54:29 Nuclear energy
58:56 The future global energy landscape
Links:
Web: gorozen.com
Letters: http://gorozen.com/research/commentaries
US geological survey: https://www.usgs.gov/
Twitter: @GoRozen
Linkedin: https://www.linkedin.com/company/goehring-&-rozencwajg-associates-llc/
Video on the history of energy: https://www.youtube.com/watch?v=Jz75yScqPpQ
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