Leigh Goehring on the Many Factors Sending Oil Prices Higher

06/24/2021

Managing Partners Leigh Goehring and Adam Rozencwajg recently hosted a video conference call along with Stacy Havener, CEO and Founder of Havener Capital Partners. During the event, they discussed..

[Podcast with Financial Sense] Copper Has Years Left to Run

06/17/2021

Managing partner Adam Rozencwajg was recently featured on Financial Sense Wealth Management’s popular podcast to discuss the supply and demand backdrop for copper, and why we’ll likely see higher..

Setting the Stage for an Oil Crisis

01/27/2021

We believe we are on the cusp of a global energy crisis. Like most crises, the fundamental causes for this crisis have been brewing for several years but have lacked a catalyst to bring them to..

Where Has Shale Productivity Gone?

11/23/2020

Back in 2Q 2020, amid rapidly slowing drilling activity, a significant historical development occurred in the US shale patch. In previous drilling cycles, sharp slowdowns in activity produced..

How Much Energy Exposure Should Investors Have?

10/29/2020

The short answer to this question is: more than index levels of 2-3%.While many institutional investors and financial advisors divide their equity exposure by market cap, style and geographic..

[Podcast with Jesse Felder] The Generational Opportunity in Energy Stocks Today

10/13/2020

In case you missed it, last week Managing Partner Leigh Goehring was fortunate to spend some time with Jesse Felder on his popular podcast Super Investors and the Art of Worldly Wisdom. Mr...

The 40-Year Odyssey of Schlumberger, Pt 2

10/08/2020

By Leigh Goehring

“Bonds are so popular that $15 bn of sovereign issues trade with negative yields – a first in 4,000 years of financial history.”

 

In part one of our story about Schlumberger, we..

The 40-Year Odyssey of Schlumberger

09/25/2020

By Leigh GoehringThe FANG stocks are today’s investment craze. For comparison’s sake, consider Schlumberger’s odyssey from 1962-1980. From its initial public offering on the NYSE in 1962 to its..

Approaching an Incredible Crossroads

09/18/2020

Recently, Leigh Goehring presented at the Citywire World of Boutiques virtual event. The title of his webinar was: On the Cusp of a New Commodity Cycle. In the presentation, one of the concepts he..

Global Oil Demand and the Impact of Emerging Markets

09/03/2020

“Over the past decade, there has been a chronic bias in the IEA estimates for non-OECD demand, and we believe this time is no different. Our models suggest that emerging market oil demand has held..

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