In a previous post, we talked about how over the last nine years, the largest source of U.S. natural gas supply growth has come from the Marcellus shale. The Marcellus produces 22.5 bcf/d,..
The shale gas revolution began in earnest in 2005. Even though the shales were being aggressively developed, shale gas production in 2010 still represented only 20% of US supply. Of the 21..
G&R Managing Partner Adam Rozencwajg was recently featured on BNN Bloomberg’s Weekly program with Andrew McCreath. During these two segments, Adam discusses an array of energy-related topics, such..
Leigh Goehring and Adam Rozencwajg were recently featured on Grant’s Current Yield Podcast, where they spoke with Grant’s Interest Rate Observer founder Jim Grant and Deputy Editor Evan Lorenz.
Often at the bottom of intense, grinding bear markets or the top of bull markets, investors will create a narrative to help explain the extreme price action. Today, the prevailing consensus view..
What’s happening to US shale production? After growing by a torrid 145,000 b/d per month in 2018, shale production growth has ground to a screeching near halt. Since December, shale oil production..
Goehring & Rozencwajg managing partner Adam Rozencwajg is constantly on the hunt for commodity sectors that are radically undervalued. This usually involves companies that have little-to-no..