Copper
03/21/2024
The article below is an excerpt from our Q4 2023 commentary. Commodities were mixed during the fourth quarter. The Goldman Sachs Commodity Index (GSCI), heavily weighted toward energy, fell by a...
02/28/2024
The article below is an excerpt from our Q4 2023 commentary. “Electric vehicles (EVs) are pilling up on lots across the country as the green revolution hits a speed bump, data show.” ~ USA Today,...
11/21/2023
The article below is an excerpt from our Q2 2023 commentary. Driven by concerns of an impending global recession, copper sentiment remained bearish during the second quarter. On the other hand,...
04/21/2023
The article below is an excerpt from our Q4 2022 commentary.“The Decade of Shortages” was the unofficial theme for our investor day, held on November 3rd, 2022. Our audience heard presentations from...
04/14/2023
Adam Rozencwajg, CFA, Managing Partner at Goehring & Rozencwajg, recently joined MacroVoices host Erik Townsend to discuss the energy, gold, copper, and uranium markets. This recent discussion...
03/24/2023
The article below is an excerpt from our Q4 2022 commentary.Commodity prices rebounded in Q4. Natural resource-related equities were firm.Investors came back into commodity-related markets, hoping...
01/14/2022
We are currently in Riyadh, Saudi Arabia attending the inaugural Future Minerals Forum. This is our first dedicated research trip since COVID-19 and it has not disappointed. While most investors...
09/24/2021
First appeared in Q2 2021 letter Copper made a new all-time high during the quarter. After bottoming in January 2016 at $1.94 per pound, copper rallied 150% to reach $4.77 on May 11th 2021. Although...
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...
06/15/2021
Exactly one year after West Texas Intermediate crude reached its historic -$37 per barrel low, the damage inflicted on global oil markets from the COVID-19 economic lockdowns has been largely...