Applying AI to natural resource investments - Adam Rozencwajg, Goehring & Rozencwajg

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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