Dheeraj Mahtani

Dheeraj Mahtani

59 posts
Harvesting Alpha in a Changing Climate
by Dheeraj Mahtani — 6 min read

Harvesting Alpha in a Changing Climate

The last century of food production has taken place in a period of relative climate stability, but that era appears to be ending. For investors willing to dive into the details of how crops respond to changing weather conditions, there is real alpha to be harvested.

The Game-Changing Legislation

The Game-Changing Legislation

Dheeraj Mahtani — 5 min read

The passage of the Russian Uranium Import Ban legislation by the US Senate marks the beginning of a new era for the uranium market. This groundbreaking development has the potential to reshape the global uranium landscape.

Offshore Drilling 101

Offshore Drilling 101

Dheeraj Mahtani — 4 min read

In this article, I explain crucial background and recent changes in oilfield economics to make the bullish case for a potential offshore drilling renaissance.

Oil
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