Books on oil, gas, fracking, commodities, water, forests, climate policy and the material and energy basis of the economy, many by Vaclav Smil.
The economics of climate change, and why a universal carbon price works best.
How the 1990 US sulphur dioxide allowance trading programme worked in practice.
Argues price stability always required a swing producer or cartel.
The family-owned firms, from Cargill to Bunge, that controlled the world grain trade.
Recommended by: Mohnish Pabrai
A computer model of exponential economic and population growth on finite resources.
Recommended by: Bill Gates
Population and consumption face physical limits that economics ignores.
Recommended by: Charlie Munger, Mohnish Pabrai and 1 other
Standard textbook on rotation-age valuation and forest finance.
Resource productivity framed as an unpriced balance-sheet asset.
Recommended by: Joe Gebbia
Why years of low prices and Chinese demand set up a long commodity bull market.
Recommended by: Mohnish Pabrai
The peak-oil case against Saudi reserve claims; wrong but influential.
Recommended by: Mohnish Pabrai
Why energy demand never falls, why 'waste' helps, and why quality power is scarce.
Recommended by: Mohnish Pabrai
A short technical primer on oil: geology, extraction, refining, uses and reserves.
Recommended by: Mohnish Pabrai
International business guide to allowances, offsets and registries.
Each shift from wood to coal to oil took 50 to 70 years; new ones will be slow too.
Recommended by: Bill Gates
Energy from 1990 to 2011: Russian and Caspian oil, Iraq, climate policy, renewables.
Recommended by: Bill Gates, Mohnish Pabrai
Recommended by: Mohnish Pabrai
How much steel, cement and plastic the world uses, and whether growth needs less.
Recommended by: Bill Gates, Mohnish Pabrai
Julian Simon and Paul Ehrlich's wager on metal prices, and their fight over scarcity.
Recommended by: Bill Gates
Recommended by: Mohnish Pabrai, The Barefoot Investor
Recommended by: Mohnish Pabrai
Evidence that rich economies now grow while using fewer physical resources.
“on how modern technological economies can build more outputs with less inputs” — Marc Andreessen
Source: @pmarca, companion thread to 'It's Time to Build'
Recommended by: Marc Andreessen
A world history showing how control of water shaped political and economic power.
Recommended by: Mohnish Pabrai
Charlie Mungerrecommends 1 book here