Released March 1st, 2022
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Eric Mandelblatt - Investing in the Industrial Economy
Eric Mandelblatt is the founder and CIO of Soroban Capital. We cover how the global push towards decarbonization could have massive impacts on the industrial economy, the supply and demand forces at work in commodities production, and why energy and materials represent such a small share of the market today.
Professional Investors
Public Equity
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Jonathan Goldberg - Capturing Carbon
Jonathan Goldberg is the founder and CEO of Carbon Direct, a company focused on advising and investing in carbon removal at scale. We cover the state of the carbon problem today, the importance of global carbon standards and carbon taxes, and the future of carbon capture.
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Matt Smith - Oil Price War and Its Implications
Matt Smith is CEO & Chief Investment Officer, Ian Singer and Kobi Platt are Partners at Deep Basin Capital. We cover global oil supply and demand shocks, oil price war and its impact on US energy market, and long-term investing in the energy sector.
Colossus
Mark Tomasovic - NextEra Energy: The Renewable Leader
Mark Tomasovic is an investor at Energize VC. We cover the structure of the energy market, what’s changed in the renewables space over the past twenty years, and how NextEra deploys its cost of capital advantage.
Podcast
The Case for Commodities
Jeff Currie, global head of Commodities Research at Goldman Sachs, discusses why he believes commodities are entering a supercycle.
Podcast
Why Is it So Hard to Build the Electric Grid of the Future?
An exploration of the policy and economic changes needed to expand the grid to enable the low carbon energy of the future.
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2022 Renewable Energy Industry Outlook
A short-term outlook on the renewable energy industry and trends to watch.
Article
Copper’s Role in Growing Electric Vehicle Production
Copper plays an ever increasing role in EVs , as it spans across both vehicle production and infrastructure.
Book
Railroader: The Unfiltered Genius and Controversy of Four-Time CEO Hunter Harrison
Learn more about this revolutionary railroader who spent over half a decade in the industry as a key figure in its evolution.
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The Elements of Power: Gadgets, Guns, and the Struggle for a Sustainable Future in the Rare Metal Age
Introduces the role of rare metals in the modern industrial economy, and the geopolitical struggle at the heart of the demand for them.
Book
The New Map: Energy, Climate, and the Clash of Nations
A Pulitzer Prize-winning author offers a new account of how energy revolutions, climate battles, and geopolitics are mapping our future.