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Trends with Benefits #83: Explaining the Impact of the Energy Transition with Shawn Reynolds

September 01, 2022

Listen Time 32:33 MIN

Ed talks with Shawn Reynolds, Portfolio Manager, Natural Resources, about the energy transition and its environmental tradeoffs. He also gets Shawn’s view on the Inflation Reduction Act.

What will the energy transition mean for the demand of critical metals, and is there enough supply to reach the goal of net zero emissions? Further, there are tradeoffs many don’t seem to be acknowledging. I meet with Shawn Reynolds who serves as VanEck’s Portfolio Manager for the active Natural Resources Equity Strategy and is trained in petroleum geology and earth science. We chat about the energy transition as well as the pros and cons of the recently passed climate bill, what types of companies are likely to benefit from it, and if it goes far enough. We also discuss Shawn’s outlook on inflation and commodities.

Show Notes:

03:10 The Impact of the Inflation Reduction Act on Climate

10:48 Companies that May Benefit from the Climate Bill

12:04 Tradeoffs of the Energy Transition

15:28 Critical Metals

23:45 U.S. Exploration and Production (E&P) Companies

26:12 Inflation and Commodities

28:33 Long-term Trend

30:16 Trend or Fad

Trend or Fad

Listen for Shawn’s take on growing dividends for energy companies, vertical farming, “buy now, pay later” bonds, and 80s hairstyles.

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