Looking Forward: The Status of the Oil and Gas Market Post-Pandemic with Adam Rozencwajg

Adam Rozencwajg has 15 years of investment experience. Between 2007 and 2015, Rozencwajg worked exclusively on the Global Natural Resources Fund at Chilton Investment Company with Leigh Goehring. Prior to joining Chilton Investment Company, Rozencwajg worked in the Investment Banking department at Lehman Brothers between 2006 and 2007. He holds a Bachelor of Arts degree with a major in Economics/Philosophy from Columbia University.In this episode, Adam talks about what has transpired in the oil and gas industry during the span of the COVID-19 pandemic. He will share how the industry has been affected and what the future looks like for the market moving forward. Adam also talks about how different parts of the world are promoting and moving to decarbonization and renewable energy. He also shares his thoughts on the best investment ideas today. Listen in![00:01 – 03:29] Opening SegmentWelcoming Adam to the showAdam shares his background[03:30 – 17:11] The Current State of the Oil and Gas MarketAdam’s thoughts on the oil marketThe effect of the COVID-19 pandemic on the oil industryHow leading organizations responded to the crisisWhat makes an oil company investable today[17:12 – 31:20] Decarbonization and Renewable EnergyThe positive effects of decarbonizationA look at renewable energyThe impact of electric vehicles on decarbonizationHow the rest of the world is promoting decarbonizationAre we entering into a commodity supercycle?[32:21 – 42:01] The Best Investment Ideas Right NowOil and gas-related equitiesUranium, copper, and agricultural securitiesAdam on investing in goldWhat Adam is bearish onHis thoughts on cryptocurrencyClosing wordsTweetable Quotes“I think as people begin to think about the world as potentially supply-constrained in oil, those companies that have their high-quality assets will be interesting.” - Adam Rozencwajg“Things don't typically go from radically undervalued to average. They tend to go from radically undervalued to radically overvalued. So I think that oil and gas represent still, even after this run, the most dramatic opportunity we've seen probably in our investment lifetime.” - Adam Rozencwajg------------------------------------------------------------------------------------------Connect with Adam:Website: gorozen.comLinkedIn: https://www.linkedin.com/in/adam-rozencwajg-770614/Connect with me:LinkedInLIKE, SUBSCRIBE, AND LEAVE US  A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.