Carbonomix - Aduro Clean Technologies (ACT.CN)

An analysis on the company Adore Clean Technologies (ACT.CN) from Carbonomix!

If you enjoyed this content be sure to check out Carbonomix YouTube channel here⬇️ https://m.youtube.com/channel/UCcACKsXAe8ZNS29TJDdp7mw

Hope you enjoy the show, Thanks for listening!

Shubham Garg - Junior Growth In Oil

Another fantastic, oil focused pod with Shubham Garg  @WhiteTundraSG  ! Shubham puts on a clinic with every interview and this latest appearance does not disappoint!

In this episode, Shubham and I discuss;

00:55 White Tundra Investments and White Tundra Petroleum Limited

06:06 The relevance of geology 12:15 A summary of Shubham’s X space “Case study on junior growth Canadian E&P’s of the past”

Link: https://x.com/whitetundrasg/status/1683175159707107329?s=46&t=E4_33B4XRlK8oJDWPv5-oA

20:13 Shubham’s thoughts on Prospera Energy $PEI.V

34:10 Do junior energy companies have higher regulatory risk?

39:10 Macro Oil 48:18 What oil price do junior energy companies need to be successful?

53:26 What impact does the USD have on North American oil companies?

All in all a great discussion! Hope you enjoy the show! You can find more of Shubham's content/research at https://www.whitetundra.ca

I highly recommend anyone interested in O&G check out his site, there is a ton of great information there including WhIte Tundra Investment's holding and Shubham's personal portfolio.

Doomberg - Uranium On The Cranium

When I think energy, I think Doomberg!

Uranium and nuclear energy have been top of mind for me as of late so this interview with Doomberg came at a perfect time! What a great opportunity to interview someone as knowledgeable as Doomberg on a subject that I am diving in to head first!

Doomberg provided some fantastic insight into the nuclear space in this pod so sit back and enjoy!

In this pod we discuss:

1:59 – The History of Nuclear

4:09 – Why Germany Shut Down Their Reactors?

6:19 – Who Supressed Nuclear Power and Why?

9:25 – SMRs

12:40 – Where Does Doomberg See Uranium Now, and, Where Do You See It Going?

14:14 – Uranium Political Risk in Kazakstan?

16:23 – How is the Ukrainian War shaping up today?

19:14 – Have perceptions about nuclear changed?

21:28 – Fusion

23:47 – What is going on at the NRC?

26:15 – Oil and Gas

29:36 – Where to Find Doomberg’s Content

If you would liked this episode and would like to see more, you can find Doomberg's content via the links below

Substack: https://doomberg.substack.com/about

Twitter: https://twitter.com/DoombergT?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

All the best,

Joe

Carbonomix - Investing For The Future

Had a great discussion on carbon, plastic, ESG, and energy last week with the man behind the Twitter handle @Carbonomix. If you’re interested in gaining some perspective on the green energy transition, give this one a listen!

In this episode we discuss;

5:44 where are we in the cycle for carbon credits

7:00 Carbonomix thoughts on the state of trade amongst credit issuers, traders, and developers

10:00 Net-zero LNG contracts and how Abaxx Technologies ABXX.TO is developing new contract options for purchasers/sellers

12:10 Carbonomix thoughts on ABXX.TO

15:50 What is Web 3.0

16:43 Carbonomix discusses Base Carbon BCBN.NE

20:14 Should we be skeptical of small cap stocks in an emerging sector?

25:29 Will energy companies have a definite advantage in carbon markets moving forward?

28:30 Aduro Clean Technologies ACT.CN and plastic credits

52:10 Carbonomix view on the mining sector today

Also, if you found this pod helpful, there is much more great content on the Carbonomix YouTube channel here⬇️

https://m.youtube.com/channel/UCcACKsXAe8ZNS29TJDdp7mw Hope you enjoy the show, Thanks for listening!

Doomberg - Banking Matters

He's back!

Doomberg is always a fantastic guest and did not disappoint this time around. This was an interesting moment in my podcasting journey as I found myself recording an interview with a green chicken named Doomberg during a banking crisis. Nonetheless, a great pod indeed!

In this podcast, Doomberg and I discuss;

00:44 What’s happening in banking

05:20 Why are big banks hesitant to acquire smaller banks?

08:20 Does a crisis create an environment for big players to take more market share?

10:29 What happens when everyone moves their money from small regional banks to big “too big to fail” banks?

15:05 Bank runs aren’t new so why are we, and the fed, so worried?

19:35 What role does crypto have to play in the modern monetary system?

22:19 Can Bitcoin be used to export energy?

24:42 How may the banking crisis impact oil prices and the economy?

27:00 What does Doomberg think is the most significant event in the last 5 years?

Hope you enjoy the pod!

If you would liked this episode and would like to see more, you can find Doomberg's content via the links below

Substack: https://doomberg.substack.com/about

Twitter: https://twitter.com/DoombergT?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

All the best!

Joe

Lawson Steele - Carbon/ Crypto Worlds Merge

If you’ve been following carbon, you probably know who Lawson Steele is by now. Lawson has worked in various utility investment analysis guises, achieving top survey ratings in each capacity: European utilities analyst (and followed EUETS carbon market since 2004), Latin American utilities analyst, Global utilities strategist, and Global utilities specialist sales.

In this episode we focus on the EUETS and Lawson’s new startup Kakubi.

01:25 We open the conversation with a brief history of the EUETS and how it differs from the voluntary carbon market

05:19 The stability of the EUETS

08:48 Where we are in the cycle on EUAs

15:05 What is Kakubi?

25:43 Will Article 6 or voluntary credits ever play a role in EUA pricing?

29:44 Are there any plans for voluntary credit tokens on Kakubi?

33:30 How does Lawson see the energy picture moving forward

If you liked Lawson’s perspectives, or would like to take a look at Kakubi, you can find the links for Lawson’s social media accounts as well as Kakubi’s site below!

Kakubi: https://kakubi.com

Lawson’s Twitter: @LawsonSteele3

Lawson’s Linkedin: https://www.linkedin.com/in/lawsonsteele/?originalSubdomain=uk

Thanks for watching/listening!

Robert Bryce - The Iron Law of Electricity

Robert Bryce is a true master of his field. Robert is a Texas-based author, journalist, podcaster, film producer, and public speaker.  Over the past three decades, his articles have appeared in numerous publications including the Wall Street Journal, New York Times, National Review, Field & Stream, and Austin Chronicle.

In this pod, Robert and I discuss the massive and amazingly interesting topic of energy. I can’t stress enough the knowledge that Robert holds in this area so it goes without saying that this pod was both a joy to record and to watch back!

Topics covered in this episode include;

01:34 Roberts opinion on energy over the next 10 years

05:53 Roberts thoughts on Net-Zero

07:10 Issues arising in Europe’s energy sector

10:33 Robert’s thoughts on how we may produce power in the future

16:05 Roberts thoughts on NuScale, SMRs (Small Modular Reactors), and the Nuclear Regulatory Committee

22:35 Roberts thoughts on fusion

29:05 Roberts thoughts on upgrading the grid

32:25 What sectors may benefit from difficulties in upgrading the grid

35:58 Robert’s thoughts on ESG

41:35 What impact will the war in Ukraine have on energy markets moving forward

45:19 Roberts thoughts on the US SPR

47:12 How much influence do politicians hold in regard to the energy market

This was a fantastic episode and one that I am happy to share with anyone who cares to watch/listen!

If you’re still reading this, thank-you for the support!

You can find more from Robert at https://robertbryce.com or check out his substack at https://robertbryce.substack.com

Thanks again!

Peter Sainsbury - Carbon Update

Check out my most recent interview with Peter Sainsbury!

In this episode Peter and I discuss:

00:16 The macro outlook for energy in Europe

3:20 Net-zero sentiment in Europe

4:38 Whether politicians are focused on carbon reduction or energy security

6:00 How to gain exposure to EUAs in the EUETS

9:25 What is the thesis on the voluntary carbon market and how does it differ from compliance markets

15:00 Is anyone talking about carbon credits?

17:05 What kind of price action can we expect to see from EUAs moving forward into 2023

25:00 Which industries may be best positioned to capitalize on carbon compliance markets

31:00 What other markets may be of interest other than carbon markets

32:50 What lessons can we learn from gambling that we may be able to apply to investing

36:32 How do sport betting odds and stock valuations compare

Overall this was a great discussion and I hope you enjoy the pod!

You can find Peter's substack at https://carbonrisk.substack.com, his site https://materials-risk.com, and published books at https://www.amazon.com/Peter-Sainsbury/e/B017V3RMZO%3Fref=dbs_a_mng_rwt_scns_share

Shubham Garg - Investing In Oil

I am excited to announce that Shubham Garg has returned to Tav's 2 Cents for another fantastic episode!

Shubham is one of the best sources of oil related content on the internet as it relates to investing and Shubham's insights in this episode will not disappoint!

In this episode we discuss

00:30 White Tundra Investments

02:35 What characteristics to look for in a oil company

07:42 The Impact of Scale on O&G Companies

11:50 How to Build a Portfolio of O&G Companies

16:21 Macro Lessons Learned in 2022

21:09 China 28.38 Emerging Markets

34.40 The US Dollar's Impact On Oil

39:30 Shubham's Thoughts on MEG Energy (MEG.TO, MEGEF)

45:57 The O&G Sector Rewarding Shareholders in 2023

50:37 Shubham's Thoughts on Surge Energy (SGY.TO, ZPTAF)

All in all a great discussion! Hope you enjoy the show!

You can find more of Shubham's content/research at https://www.whitetundra.ca

I highly recommend anyone interested in O&G check out his site, there is a ton of great information there including WhIte Tundra Investment's holding and Shubham's personal portfolio.

The Best of 2022!

Here it is, a highlight reel for 2022.

I am so grateful to every one of my guests on Tav’s 2 Cents and have learned a ton from each and every one of them!

This episode is a special edition compilation of my favourite moments and learning points from this past year.

Hope you enjoy!

All the best,

Joe

Doomberg - Energy Is Life

There are interviews that make you think, and then there are interviews like this pod with Doomberg.

The knowledge of energy and financial topics that Doomberg has at his disposal is truly amazing! Doomberg showed up in full force for this pod and put on a clinic!

I hope you enjoy listening to this one, I know I did!

If you would liked this episode and would like to see more, you can find Doomberg's content via the links below

Substack: https://doomberg.substack.com/about

Twitter: https://twitter.com/DoombergT?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

All the best,

Joe

Ellen Wald, PH.D. - The OPEC+ Effect

Oil is one of the most important commodities on the planet today. Without oil, and the energy that oil provides our modern economy, our current way of life would essentially come to a standstill..

It should come as no surprise then that the oil landscape both politically and financially is unequivocally interesting!

For this reason, I truly enjoy any opportunity to discuss oil with someone as educated and informed as the guest for this podcast Ellen Wald PH.D. Ellen is a historian and scholar of the energy industry and western involvement in the Middle East. Ellen wrote the book Saudi, Inc.: The Arabian Kingdom's Pursuit of Profit and Power, and has a vast knowledge of the Middle East and oil markets in general.

As you can imagine, this was an amazing podcast and one that I hope you will enjoy!

If you’d like to hear/read more from Ellen, you can find her content here: http://www.ellenrwald.com/

Thanks for watching/listening!

Joe

Marc Cortez - Climate Change, Energy, and Water

As I continue to dig deeper into the world of energy and investment, the topic of climate change is ever-present. Be it from a political, social, or financial (eg, ESG) standpoint, the climate change debate continues to demand attention. In saying this, I thought it may be beneficial to speak with Marc Cortez who literally wrote a book on climate change to try and understand this issue at greater length. My goal, as always, is to learn and share information about the intricacies of this topic in an attempt to better myself as a DIY investor.

Here is a little bit about Marc: Marc Cortez is the author of 'Climaturity: A Journey into the Muddy Climate Middle', he is an entrepreneur, and is a long-time veteran of the solar, electric vehicle, and energy storage industries. Marc has raised over $23M for multiple startups, and is currently the Founder/CEO of Liquid8, a water conservation startup. Marc is also a professor of Entrepreneurship and Technology Commercialization at Cal Poly, San Luis Obispo.

If you enjoy this podcast you can find more information about Marc and his book here: https://climaturity.com

Thanks for watching/listening!

Joe

Jamie Keech - Mining, Energy, Commodities, and Carbon!

What an amazing interview with Jamie Keech!

Jamie is the Executive Chairman @ Vida Carbon Corp, Partner @ Inventa Capital, and the Founder & CIO @ Resource Insider www.resource-insider.com

Jamie has an extensive knowledge of the mining industry, energy, commodities, and of course, Carbon.

In this episode, Jamie provides a Canadian perspective on the topics mentioned above, as well as his thoughts on the transition to green energy moving forward. I gained a ton of knowledge in this podcast and I hope that anyone watching or listening will too!

If you enjoyed Jamie's insights as much as I did, you can find more of his content via his LinkedIn page https://ca.linkedin.com/in/jamiekeech or Twitter @Jamie_Keech https://twitter.com/jamie_keech?lang=en

Enjoy the show!

Joe

Shubham Garg - Oil and Carbon

Finally a pod about oil!

Shubham is a deep thinker in this space and a fantastic source for all things oil. This interview is everything that I hoped it could be and one that I personally will be listening back to many times. Shubham lays out the macro outlook for oil in expert fashion and we even dive into carbon/carbon credits as the conversation progresses. Hope everyone enjoys this discussion. It’s a good one!

If you would like to find more of Shubham’s content/research his website is https://www.whitetundra.ca

I highly recommend anyone interested in O&G check out his site as there is a great deal of fantastic information there!

Carbonomix - The “E” in ESG

Had a great discussion on carbon, ESG, and energy last week with the man behind the Twitter handle @Carbonomix. If you’re interested in gaining some perspective on the green energy transition, give this one a listen! Also, if you found this pod helpful, there is much more great content on the Carbonomix YouTube channel here⬇️ https://m.youtube.com/channel/UCcACKsXAe8ZNS29TJDdp7mw Hope you enjoy the show, Thanks for listening!

Peter Sainsbury - Voluntary Carbon Markets

Check out my most recent interview with Peter Sainsbury! In this episode Peter and I dive into Voluntary Carbon markets. Until now, Peter and I have focused mainly on compliance/mandatory carbon markets so this was a fun conversation indeed! That being said, these markets are all intertwined so we do jump back and forth between the two markets later on in the show. Peter added some truly fantastic insight into carbon markets during this conversation so I hope you enjoy the episode!

You can find Peter's substack at https://carbonrisk.substack.com, his site https://materials-risk.com, and published books at https://www.amazon.com/Peter-Sainsbury/e/B017V3RMZO%3Fref=dbs_a_mng_rwt_scns_share

Peter Sainsbury - Carbon in a Crisis

First things first. If you feel the need to help Ukrainians during this time of conflict and tragedy, please do so and donate to the Ukraine humanitarian crisis here https://donate.redcross.ca/page/100227/donate/1?locale=en-CA

Secondly,

Here is my most recent interview with Peter Sainsbury! The Russian invasion into Ukraine and resulting war has caused major problems for global Carbon markets, and Carbon investors. EUAs at the time of this release are down over 30% from their high of €98.45. Peter opens the show by outlining 4 channels (financial, economic, political, and social) which I believe Carbon investors need to be aware of! Peter and I then continue the conversation by discussing various risk factors and possible outcomes that may emerge as a result of the Russia-Ukraine war.

You can find Peter's substack at https://carbonrisk.substack.com, his site https://materials-risk.com, and published books at https://www.amazon.com/Peter-Sainsbury/e/B017V3RMZO%3Fref=dbs_a_mng_rwt_scns_share

Flint Jamison - Commercial Real Estate

Interested in Real Estate? Why not take a look at the commercial side? Here is my interview with Flint Jamison!

Flint comes from a background in aerospace and is the founder of Vestus Capital. Flint provides some great insight into commercial real estate and opportunities that may be available for investors by way of commercial real estate syndication. It’s always nice to know what kind of options are out there, and commercial real estate may be more realistic than you think!

You can find more content from Flint as well as the Vestus Capital website below!

Website: https://vestuscapital.com/

Free Report “The Benefits and Simplicity of Multifamily Syndication”: https://vestuscapital.com/lp/free-report/

LinkedIn: https://www.linkedin.com/in/flintjamison/

Facebook: https://www.facebook.com/vestuscapital

IG: https://www.instagram.com/vestuscapital/

Peter Sainsbury - Carbon Credits

Check out my chat with Peter Sainsbury! I had a fantastic discussion with Peter about all thing Carbon Credits. Peter provided many valuable insights into the space so if you're into mandatory/voluntary markets, EUAs, carbon offsets, geopolitical issues, investment opportunities, and much much more then sit back and enjoy the pod!

You can find Peter's substack at https://carbonrisk.substack.com, his site https://materials-risk.com, and published books at https://www.amazon.com/Peter-Sainsbury/e/B017V3RMZO%3Fref=dbs_a_mng_rwt_scns_share