In 2023, renewables are grappling with rising costs and higher interest rates. The perception of nuclear power in the energy transition is shifting. Is this a long-term change? Natural gas remains a bridge fuel, but can shale production meet growing U.S. export demands? In this episode, Adam Rozencwajg, Managing Partner of Goehring and Rozencwajg, discusses energy sector shifts in 2023 and looks ahead to 2024.