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Episode #1: Adam Rozencwajg
Adam Rozenswajg of Goehring & Rozencwajg, Natural Research Investors, sits down with Jacob Shapiro for this inaugural episode of The Geopolitics of Commodities.
![](https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/a9cc11e3-051c-4600-8f9a-29d4d364d2b4/GPoC-Thumbnail-New-Jacob-min.png?t=1706707342)
Adam Rozenswajg of Goehring & Rozencwajg, Natural Research Investors, sits down with Jacob Shapiro for this inaugural episode of The Geopolitics of Commodities.
Adam and Jacob discuss a wide range of topics including Europe's LNG situation, global energy exports, what the supply side of the gas market is telling us, Adam's thoughts on fusion tech, and much more.