Resolve Riffs Investment Podcast Alonso Gonzalez on Abundance: Unlocking Humanity's Unlimited Energy Potential
Feb 9, 2023
02:25:45
Solar in Glass Manufacturing
- Alonso Gonzalez's company reduced its carbon footprint by using solar energy.
- Solar panels now provide 80% of electricity for some of their sites, at low costs.
Electricity Dynamics
- Electricity is a just-in-time product, meaning no storage capacity and real-time demand.
- The price of electricity is set by the marginal cost of energy production.
Energy Waste
- The US wastes about two-thirds of its energy input due to inefficiencies, mostly as heat.
- Combustion processes, inherent in fossil fuel use, are a primary source of waste.
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Introduction
00:00 • 4min
Alonso Gonzalez Rodriguez - Theme of Energy Abundance
03:42 • 2min
Alonso, What Motivated You to Write the Book?
05:30 • 6min
Will the Trend of Globalization Continue?
11:12 • 5min
The Quality Crisis
16:21 • 2min
The Biggest Cause of Anxiety Is Change
18:03 • 5min
The Evolution of Knowledge
23:23 • 3min
Innovation Drives Disruption
26:29 • 3min
Disruptions Bring Crisis and Crisis With It
29:52 • 4min
The 10% Tipping Point in EV Adoption
33:40 • 5min
How to Predict Future Events Using Mega Trends
38:58 • 6min
Solar Photovoltaic - Why Renewables?
44:38 • 2min
The End Game in the EV Transition?
46:35 • 3min
Solar Is the Lowest Source of Energy for the Future, Al?
49:34 • 2min
Energy Storage Is a New Concept
51:53 • 4min
The Supply and Demand Curve Is Flat.
56:01 • 2min
Energy Storage
57:53 • 2min
The Right Law in Photovoltaic Cells
59:29 • 2min
What Is Energy?
01:01:26 • 4min
Are You Using More Energy Than Not to Use It?
01:05:30 • 4min
The US Energy Consumption in 2021
01:09:20 • 3min
The Usage of Energy in the United States
01:12:34 • 3min
The Energy Efficiency of the Engines
01:15:56 • 2min
How Much Is Wasted?
01:18:24 • 5min
Are Electric Furnaces More Efficient Than Natural Gas?
01:23:37 • 4min
The Effects of Natural Gas on the Environment
01:27:50 • 3min
The Leakage Factor, Is It 1%?
01:30:42 • 1min
EVs Are the Biggest Source of Inefficient in the World
01:32:11 • 3min
The Transition From Fossil Fuels to Renewables
01:35:16 • 3min
The Roadmap for the Transition to Renewables
01:38:15 • 6min
Is There a Correlation Between Development and Civilization and Global GDP Growth?
01:44:09 • 4min
Solar PV Installations Will Increase Significantly in the Next Seven Years
01:48:39 • 3min
Oil, Natural Gas, and Coal - What's Going to Happen?
01:51:23 • 3min
Battery Electric Vehicles Production for 2023
01:54:06 • 6min
Oil Prices Should Be on the Downward Path
01:59:47 • 2min
Tesla Semi-Trucks - What's the Trend?
02:01:32 • 5min
Electrify the Economy
02:06:50 • 2min
Distributed Power Is a Good Solution
02:08:28 • 6min
Is There a Future in Distributed Power Production?
02:14:19 • 4min
I Believe Income Inequality Is Less Relevant
02:17:54 • 4min
Is Twitter a Good Way to Promote a Book?
02:21:32 • 2min
Resolve Long Horizon Investing Masterclass Podcast
02:23:49 • 2min
Adam and Rodrigo had the opportunity to chat with engineer and business owner Alonso Gonzalez about his upcoming book, and in particular his research on the transition from a dirty, inefficient fossil fuel economy predicated on scarce energy to a new energy economy founded on effectively infinite, distributed clean energy from the sun.
Alonso shared a presentation that introduced a variety of novel concepts and assertions that makes a compelling case for a complete overhaul of earth’s energy sources and infrastructure, much of which will be quite noticeable and impactful within the next five to seven years. Topics covered include:
- Impacts of the exponential age of knowledge
- Megatrends of energy abundance and digitization
- Uncertainty as the source of anxiety
- From linear to exponential growth and how the past is no longer useful in understanding the future
- Difference between innovation and disruption and the phases and timeline of disruption
- Understanding general terms about energy
- Understanding current energy production and consumption
- Visualizing a chronological road map of the transition from fossil fuels to renewable energy in the near future
- Consequences of energy abundance
We hope you enjoy our conversation with Alonso Gonzalez!
Hosted by Adam Butler and Rodrigo Gordillo of ReSolve Global*
*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.