--- title: G&R Blog | Copper (2) description: Copper | Stay informed with natural resources market insights from Goehring & Rozencwajg Associates. (2) --- [![GoRozen logo](https://blog.gorozen.com/hs-fs/hubfs/Gorozen_July2023/images/629a25c15755c930be0d624f_GoRozen-logo-horizontal-web.png?width=444&height=79&name=629a25c15755c930be0d624f_GoRozen-logo-horizontal-web.png "GoRozen logo")](https://www.gorozen.com/) - FIRM - [HOME](https://www.gorozen.com/) - [ABOUT](https://www.gorozen.com/about) - [TEAM](https://www.gorozen.com/team) - CONTENT - [COMMENTARIES](https://www.gorozen.com/commentaries) - [BLOG](https://blog.gorozen.com/blog) - [PODCASTS](https://www.gorozen.com/podcasts) - HOW TO INVEST - [MUTUAL FUND](https://www.gorozen.com/gr-funds) - [CONFERENCE](https://conference.gorozen.com/) - [CONTACT](https://www.gorozen.com/contact) [access latest research](https://www.gorozen.com/commentaries) # G&R Blog ## Copper [![Natural Resources Market Commentary](https://blog.gorozen.com/hubfs/Blog/2024%20Blogs/2024.10%20G%26R%20Blog%20%23414-%20Natural%20Resources.png)](https://blog.gorozen.com/blog/natural-resource-commentary-2024-q2) ### [Natural Resources Market Commentary](https://blog.gorozen.com/blog/natural-resource-commentary-2024-q2) 10/08/2024 The article below is an excerpt from our Q2 2024 commentary. Investors showed little interest in commodities and natural resource equities in the second quarter. The A.I. frenzy continues to... [Read More →](https://blog.gorozen.com/blog/natural-resource-commentary-2024-q2) [![New Copper Technologies](https://blog.gorozen.com/hubfs/Blog/2024%20Blogs/_2024.05%20G%26R%20Blog%20%23398%20-%20New%20Copper%20%20Technologies.png)](https://blog.gorozen.com/blog/new-copper-technologies) ### [New Copper Technologies](https://blog.gorozen.com/blog/new-copper-technologies) 05/03/2024 The article below is an excerpt from our Q4 2023 commentary. Copper demand was extremely strong in 2023, growing 7.3% year-on-year over the first ten months, according to the World Bureau of Metal... [Read More →](https://blog.gorozen.com/blog/new-copper-technologies) [![Natural Resources Market Overview](https://blog.gorozen.com/hubfs/Blog/2024%20Blogs/2024.03%20G%26R%20Blog%20%23392%20-%20Natural%20Resource%20Market%20Overview.png)](https://blog.gorozen.com/blog/4q-2024-natural-resources-market) ### [Natural Resources Market Overview](https://blog.gorozen.com/blog/4q-2024-natural-resources-market) 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... [Read More →](https://blog.gorozen.com/blog/4q-2024-natural-resources-market) [![The Norwegian Illusion](https://blog.gorozen.com/hubfs/Blog/2024%20Blogs/2024.02%20G%26R%20Blog%20%23390%20-%20Oil.png)](https://blog.gorozen.com/blog/the-norwegian-illusion) ### [The Norwegian Illusion](https://blog.gorozen.com/blog/the-norwegian-illusion) 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,... [Read More →](https://blog.gorozen.com/blog/the-norwegian-illusion) [![Copper Inventory Not Signaling Recession](https://blog.gorozen.com/hubfs/Blog/2023%20Blogs/2023.11%20G%26R%20Blog%20%23376%20-%20Copper%20Inventory.png)](https://blog.gorozen.com/blog/copper-inventory) ### [Copper Inventory Not Signaling Recession](https://blog.gorozen.com/blog/copper-inventory) 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,... [Read More →](https://blog.gorozen.com/blog/copper-inventory) [![Base Metals: A Decade of Shortages Ahead](https://blog.gorozen.com/hubfs/Blog/2023%20Blogs/2023.04%20G%26R%20Blog%20%23349%20-%20Base%20Metals.png)](https://blog.gorozen.com/blog/base-metals-a-decade-of-shortages-ahead) ### [Base Metals: A Decade of Shortages Ahead](https://blog.gorozen.com/blog/base-metals-a-decade-of-shortages-ahead) 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... [Read More →](https://blog.gorozen.com/blog/base-metals-a-decade-of-shortages-ahead) [![\[Podcast\] MacroVoices: A discussion around Energy, Gold, Copper and Uranium](https://blog.gorozen.com/hubfs/Blog/2023%20Blogs/2023.04%20GR%20Blog%20%23348%20-%20MacroVoices%20-%20LinkedIn.png)](https://blog.gorozen.com/blog/podcast-adam-rozencwajg-macrovoices-2023) ### [\[Podcast\] MacroVoices: A discussion around Energy, Gold, Copper and Uranium](https://blog.gorozen.com/blog/podcast-adam-rozencwajg-macrovoices-2023) 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... [Read More →](https://blog.gorozen.com/blog/podcast-adam-rozencwajg-macrovoices-2023) [![Natural Resources Market Commentary](https://blog.gorozen.com/hubfs/Blog/2023%20Blogs/2023.03%20G%26R%20Blog%20%23344%20-%20Q4%20Natural%20Resource%20Commentary.png)](https://blog.gorozen.com/blog/natural-resources-market-commentary-q4-2022) ### [Natural Resources Market Commentary](https://blog.gorozen.com/blog/natural-resources-market-commentary-q4-2022) 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... [Read More →](https://blog.gorozen.com/blog/natural-resources-market-commentary-q4-2022) [![Dispatch from the Road: Changes in Saudi Arabia](https://blog.gorozen.com/hubfs/Blog/2022.01%20GR%20Blog%20%23305%20-%20Dispatch%20From%20the%20Road%20Saudi%20Arabia%20-%20LinkedIn.png)](https://blog.gorozen.com/blog/dispatch-from-the-road-changes-in-saudi-arabia) ### [Dispatch from the Road: Changes in Saudi Arabia](https://blog.gorozen.com/blog/dispatch-from-the-road-changes-in-saudi-arabia) 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... [Read More →](https://blog.gorozen.com/blog/dispatch-from-the-road-changes-in-saudi-arabia) [![The Potential Earnings Power of Copper Miners](https://blog.gorozen.com/hubfs/Blog/2021.09%20GR%20Blog%20Copper%20Prices%20Update%20LinkedIn.png)](https://blog.gorozen.com/blog/the-potential-earnings-power-of-copper-miners) ### [The Potential Earnings Power of Copper Miners](https://blog.gorozen.com/blog/the-potential-earnings-power-of-copper-miners) 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... [Read More →](https://blog.gorozen.com/blog/the-potential-earnings-power-of-copper-miners) [All posts](https://blog.gorozen.com/blog/all) This quarter's ## Natural Resource Market Commentary [DOWNLOAD NOW](http://gorozen.com/research/commentaries) Stay informed with Natural Resource Market Insights Goehring & Rozencwajg Associates, LLC. 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