Commodities investor Leigh Goehring breaks down the supply AND demand origins of our current energy crisis and its dire consequences, especially for our food system. We also explore the Energy Return on Energy Invested (EROEI) frame for understanding how an energy transition based on wind, solar and batteries will constrain human potential, societal complexity and ultimately our ability to mitigate and adapt to climate change. This interview is based on this Goehring and Rozencwajg report. https://f.hubspotusercontent40.net/hubfs/4043042/Content%20Offers/2021.Q4%20Commentary/2021.Q4%20GR%20Market%20Commentary.pdf