Discussions are a two-way street. This podcast is for all sides to have an open forum and share their opinions on fossil, renewable, nuclear, and all things energy.
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Discussions are a two-way street. This podcast is for all sides to have an open forum and share their opinions on fossil, renewable, nuclear, and all things energy.
Commodity and Energy Markets under Geopolitical Influences
The Energy Impacts with David Blackmon
43 minutes
4 months ago
Commodity and Energy Markets under Geopolitical Influences
This will be a fascinating discussion of the global financial markets and energy, as the current geopolitical landscape influences commodities and energy. Wasif Latif, Co-Founder, President & Chief Investment Officer, at Sarmaya Partners, stops by the Energy Impacts live podcast. You won't want to miss this discussion.Highlights of the Podcast00:00 – Introduction01:14 – Sarmaya Partners and the Commodity Supercycle03:34 – Why Lithium and Rare Earths Are Not Prioritized04:55 – The Nuclear Renaissance10:28 – U.S. vs. Global Nuclear Expansion12:29 – Natural Gas as the Interim Energy Solution14:56 – Copper: The Foundation of Energy Transition18:01 – India's Rising Energy Needs22:16 – Africa's Future in the Energy Story25:06 – Policy's Dominance in Investment Strategy32:01 – Undervalued Energy Sector vs. Overvalued Tech36:16 – The Coming Oil Supply Gap39:54 – Price as the Ultimate Adjuster41:29 – Final Thoughts & Where to Find More
The Energy Impacts with David Blackmon
Discussions are a two-way street. This podcast is for all sides to have an open forum and share their opinions on fossil, renewable, nuclear, and all things energy.
