Matt Badili, Editor of the New Energy Investor, published under Mangrove Investor, joins us for a wide-ranging conversation on the energy transition trends, backed by policy makers and manufacturing companies, and their impact on commodities, the electric grid, and daily life.  

 

We take a nuanced look at what global trends are gaining or losing traction, and what perceptions have changed regarding the proposed transition from legacy hydrocarbons like coal, oil, and natural gas, to more of a focus on carbon-free energy generation sources like nuclear, solar, and wind, in addition to more energy storage. 

 

These various newer power generation methods necessary for swapping oil and gas for electricity, impact both the reliability of the power grid and even the space necessary to accommodate this power generation.  Each energy input and energy storage platform has different strengths and weaknesses, and also requires different commodities like copper, silver, uranium, lithium and rare earths.   It’s a nuanced discussion, and by the end we tie in some of the investing themes and takeaways.

 

Click here to visit the Mangrove Investor website to follow along with Matt’s market commentary.