Auke Hoekstra: The Bull Case For Renewables

Value Hive Podcast

I loved this conversation for a few reasons. One, Auke is an incredibly smart person. You'll pick that up quickly. Two, I don't agree with everything Auke believes, which makes for a fascinating conversation.

Auke is a staunch renewable energy advocate. I'm on the fence. I think we can live somewhere in between where fossil fuels play their role, and if it is economical and just as good, renewables should be there too.

We spend almost 90 minutes discussing:

• The bull case for renewable energy
• Mythbusting popular renewable bear cases
• Copper versus Aluminum
• Fixing The Electricity Grid

And more. If you're interested in energy, renewables, or electrification metals, you will love this episode.

Finally, a big thanks to the following sponsors for making the podcast a reality.

Mitimco

This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠⁠⁠⁠⁠⁠emergingmanagers.org⁠⁠⁠⁠⁠⁠⁠⁠, a website for emerging manager stockpickers.

For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

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Marhelm is an information service for investors to find real value in an overvalued market. With a focus on shipping and commodities, Marhelm helps you stay on the pulse of global trade, track global sentiment, and identify compelling investment opportunities. Get 20% of your subscription by using the code VALUE at checkout. Check it out ⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠.

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