.png)
Global energy markets may be facing deeper structural supply constraints than current pricing suggests.In this podcast discussion with Peak Prosperity, Adam Rozenwajg, CFA, Managing Partner of...
The oil market may be experiencing its biggest shock ever — and most investors aren’t positioned for it. In a recent interview with Charlotte McLeod of the Investing News Network, Adam Rozencwajg...
Despite recent gains across gold and energy, evidence suggests the current commodities cycle may still be in its early stages.In a recent Sprott Radio episode, Adam Rozencwajg, CFA, Managing Partner...
Geopolitical shocks tend to fade from headlines quickly—but their impact on markets often lingers much longer.In the wake of the Iran crisis, key questions remain: how are global energy flows...
.png)
[NEW VIDEO] Many investors wonder if the commodity rally has already been missed. The data suggests otherwise. Most commodities remain far below their inflation-adjusted highs, and relative...
Twenty percent of the world’s oil flows through the Strait of Hormuz. As of March 2026, that flow effectively stopped.What followed may be the largest physical supply shock in energy history—but the...
The sudden closure of the Strait of Hormuz has triggered one of the most significant supply disruptions in the history of global energy markets. With roughly one-fifth of the world’s oil flows...
The article below is an excerpt from our Q3 2025 commentary. Global uranium markets have been awash in bullish developments over the past two years, as governments, utilities, investors, and even...
Adam Rozencwajg recently joined Chris Martenson on the Peak Prosperity podcast to discuss the evolving macro environment and its potential implications for commodities.The conversation explores: ...
Leigh Goehring, Managing Partner at G&R, recently joined Jesse Day on the VRIC podcast to discuss why gold and silver may be far more than a strong recent trade—and why they could prove essential in...