--- title: G&R Blog | Natural Gas Markets description: Natural Gas Markets | Stay informed with natural resources market insights from Goehring & Rozencwajg Associates. --- [![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 ## Natural gas markets [![Article Spotlight: Are Energy Markets Tighter Than Investors Realize?](https://blog.gorozen.com/hubfs/2026.Q1%20article%20spotlight.png)](https://blog.gorozen.com/blog/are-energy-markets-tighter-than-investors-realize) ### [Article Spotlight: Are Energy Markets Tighter Than Investors Realize?](https://blog.gorozen.com/blog/are-energy-markets-tighter-than-investors-realize) 06/17/2026 The following article is excerpted from our Q1 2026 market commentary, Could the Tanks Run Dry? In it, we examine why global energy markets may be far tighter than consensus believes and what that... [Read More →](https://blog.gorozen.com/blog/are-energy-markets-tighter-than-investors-realize) [![VIDEO: The Commodity Bull Market and the Capital Cycle](https://blog.gorozen.com/hubfs/Commentaries%20+%20Content%20Offers/2025.Q4%20Commentary/2025.Q4%20Video.%20Adam%20Rozencwajg%2c%20CFA%20Managing%20Partner%20-%20VIDEO%20The%20Commodity%20Bull%20Market%20and%20the%20Capital%20Cycle%20(1).png)](https://blog.gorozen.com/blog/video-the-commodity-bull-market-and-the-capital-cycle) ### [VIDEO: The Commodity Bull Market and the Capital Cycle](https://blog.gorozen.com/blog/video-the-commodity-bull-market-and-the-capital-cycle) 03/27/2026 \[NEW VIDEO\] 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... [Read More →](https://blog.gorozen.com/blog/video-the-commodity-bull-market-and-the-capital-cycle) [![VIDEO: The Strait of Hormuz and the Global Oil Market](https://blog.gorozen.com/hubfs/Commentaries%20+%20Content%20Offers/2025.Q4%20Commentary/2025.Q4%20Video.%20Adam%20Rozencwajg%2c%20CFA%20Managing%20Partner%20-%20VIDEO%20The%20Strait%20of%20Hormuz%20and%20the%20Global%20Oil%20Market%20-%20SOCIAL.png)](https://blog.gorozen.com/blog/video-the-strait-of-hormuz-and-the-global-oil-market) ### [VIDEO: The Strait of Hormuz and the Global Oil Market](https://blog.gorozen.com/blog/video-the-strait-of-hormuz-and-the-global-oil-market) 03/25/2026 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... [Read More →](https://blog.gorozen.com/blog/video-the-strait-of-hormuz-and-the-global-oil-market) [![The Hormuz Supply Shock](https://blog.gorozen.com/hubfs/Blog/2026%20Blogs/2026.03%20GR%20%23468%20-%20When%20the%20Strait%20Closed.png)](https://blog.gorozen.com/blog/the-hormuz-supply-shock) ### [The Hormuz Supply Shock](https://blog.gorozen.com/blog/the-hormuz-supply-shock) 03/20/2026 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... [Read More →](https://blog.gorozen.com/blog/the-hormuz-supply-shock) [![(MarketWatch) Why oil prices aren’t spiking despite Israel-Iran tensions](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/2025.07%20Market%20Watch%20Interview%20-%20Adam%20Rozencwajg.png)](https://blog.gorozen.com/blog/why-oil-prices-arent-spiking-despite-israel-iran-tensions) ### [(MarketWatch) Why oil prices aren’t spiking despite Israel-Iran tensions](https://blog.gorozen.com/blog/why-oil-prices-arent-spiking-despite-israel-iran-tensions) 07/11/2025 Concerns about a global supply glut and an uncertain demand outlook continue to weigh on crude prices. Commodity experts Wasif Latif and Adam Rozencwajg share their insights on MarketWatch on what’s... [Read More →](https://blog.gorozen.com/blog/why-oil-prices-arent-spiking-despite-israel-iran-tensions) [![Peak Shale Amid Maximum Pessimism](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/2025.06%20GR%20%23439%20-%20Peak%20Shale.png)](https://blog.gorozen.com/blog/peak-shale-amid-maximum-pessimism) ### [Peak Shale Amid Maximum Pessimism](https://blog.gorozen.com/blog/peak-shale-amid-maximum-pessimism) 07/02/2025 The article below is an excerpt from our Q1 2025 commentary. “In just 15 years, shale companies have increased U.S. oil production by about 8 million barrels of oil a day. The boom reduced the... [Read More →](https://blog.gorozen.com/blog/peak-shale-amid-maximum-pessimism) [![(Podcast) Market Outlook: Gold, Silver, Uranium — and Why We’re Bullish on Platinum](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/2025.06%20Investing%20News%20Network%20Interview%20-%20Adam%20Rozencwajg.png)](https://blog.gorozen.com/blog/podcast-market-outlook-gold-silver-uranium-and-why-we-are-bullish-on-platinum) ### [(Podcast) Market Outlook: Gold, Silver, Uranium — and Why We’re Bullish on Platinum](https://blog.gorozen.com/blog/podcast-market-outlook-gold-silver-uranium-and-why-we-are-bullish-on-platinum) 06/27/2025 In a recent interview with the Investing News Network, Adam Rozencwajg, Managing Partner at Goehring & Rozencwajg, shared his latest insights into the precious metals and energy markets, including... [Read More →](https://blog.gorozen.com/blog/podcast-market-outlook-gold-silver-uranium-and-why-we-are-bullish-on-platinum) [![Positioning for the Next Commodity Surge: Insights from Adam Rozencwajg](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/2025.06%20G%26R%20Blog%20%23437%20-%20Sprott%20Radio%20Podcast%20with%20Adam%20Rozencwajg%20%20(1).png)](https://blog.gorozen.com/blog/commodity-surge) ### [Positioning for the Next Commodity Surge: Insights from Adam Rozencwajg](https://blog.gorozen.com/blog/commodity-surge) 06/20/2025 Is the next major commodities cycle already underway? Adam Rozencwajg, Co-Founder and Managing Partner at Goehring & Rozencwajg, joins Ed Coyne of Sprott Radio for a timely conversation on the... [Read More →](https://blog.gorozen.com/blog/commodity-surge) [![How China, Tariffs, and Nuclear Power Are Reshaping Global Commodities](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/2025.06%20G%26R%20Blog%20%23436%20-%20Kitco%20News%20Interview%20with%20Adam%20Rozencwajg%20.png)](https://blog.gorozen.com/blog/how-china-tariffs-and-nuclear-power-are-reshaping-global-commodities) ### [How China, Tariffs, and Nuclear Power Are Reshaping Global Commodities](https://blog.gorozen.com/blog/how-china-tariffs-and-nuclear-power-are-reshaping-global-commodities) 06/13/2025 A Global Market Shake-Up: Why Rozencwajg Says Real Assets Are the FutureIs a new commodities supercycle already underway? According to Adam Rozencwajg, Managing Partner at Goehring & Rozencwajg, the... [Read More →](https://blog.gorozen.com/blog/how-china-tariffs-and-nuclear-power-are-reshaping-global-commodities) [![Has the Great Commodity Bull Market Quietly Begun?](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/2025.06%20GR%20%23435%20-%20Q1%20Commentary%20.png)](https://blog.gorozen.com/blog/has-the-great-commodity-bull-market-quietly-begun) ### [Has the Great Commodity Bull Market Quietly Begun?](https://blog.gorozen.com/blog/has-the-great-commodity-bull-market-quietly-begun) 06/04/2025 The article below is an excerpt from our Q1 2025 commentary. Has the Great Commodity Bull Market Quietly Begun? It is beginning to look that way. The signs are not yet shouted from the rooftops,... [Read More →](https://blog.gorozen.com/blog/has-the-great-commodity-bull-market-quietly-begun) [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. The information provided on this website is intended to provide the investor with an introduction to Goehring & Rozencwajg Associates, LLC. Nothing on this website should be construed as a solicitation offer, or recommendation to buy or sell any security or as an offer to provide advisory services. Information on this website is intended only for United States citizens and residents. Nothing contained on this website constitutes investment, legal, tax, or other advice nor should be relied upon in making an investment or other decision. 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