Natural gas markets

Uranium: A Drama in the Making

Uranium: A Drama in the Making

11/14/2024
The article below is an excerpt from our Q2 2024 commentary and was first published on August 22, 2024, ahead of Kazatomprom’s announcement on August 23rd. “Uranium Fever Backed by Bill Gates Betting...
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US Natural Gas Production is Plummeting

US Natural Gas Production is Plummeting

11/07/2024
The article below is an excerpt from our Q2 2024 commentary. Natural gas production is plummeting—a condition noted by almost no analysts. Between December 2023 and May 2024, U.S. dry gas supply has...
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What is the Cost of Being Early?

What is the Cost of Being Early?

09/05/2024
Prefer to listen to this article? Please click the play button above. The article below is an excerpt from our Q2 2024 commentary. We first unveiled this chart (shown below) in our 1Q2019 letter and...
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Uranium Markets: A Drama in the Making

Uranium Markets: A Drama in the Making

08/21/2024
Prefer to listen to this article? Please click the play button above. "Uranium Fever Backed by Bill Gates Betting on Nuclear Energy"~ Bloomberg 7/09/2024"One of The Last Holdouts, Australia Weighs...
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What Can GAAP Accounting Teach Us About the Energy Transition?

What Can GAAP Accounting Teach Us About the Energy Transition?

08/15/2024
Prefer to listen to this article? Please click the play button above. The article below is an excerpt from our Q1 2024 commentary. In the wake of the 1929 stock market crash and the Great...
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That Took Awhile - Somebody Finally Recognizes the Dangers of the IEA

That Took Awhile - Somebody Finally Recognizes the Dangers of the IEA

08/08/2024
Prefer to listen to this article? Please click the play button above. The article below is an excerpt from our Q1 2024 commentary. The following is an excerpt from an open letter written by John...
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Remembering the Massive Crude Bull Markets of the 1970s and 2000s

Remembering the Massive Crude Bull Markets of the 1970s and 2000s

08/01/2024
Prefer to listen to this article? Please click the play button above. The article below is an excerpt from our Q1 2024 commentary. WTI Crude Oil1/1/1970: $3.182/15/1981: $34.301/1/2000: $25.55...
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[Interview] Leigh Goehring On The Present State of The Energy Markets

[Interview] Leigh Goehring On The Present State of The Energy Markets

07/26/2024
Exciting developments are unfolding in the global oil and North American natural gas markets, presenting a unique opportunity for investors willing to take a contrarian approach. We believe there is...
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On LNG, AI, and Shale Supply – We Believe the Turn in North American Natural Gas is Here

On LNG, AI, and Shale Supply – We Believe the Turn in North American Natural Gas is Here

07/10/2024
Prefer to listen to this article? Please click the play button above. The article below is an excerpt from our Q1 2024 commentary. We believe the North American natural gas market has reached a...
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[Interview] Commodities Have 'Never, Ever' Been More Undervalued Than Today

[Interview] Commodities Have 'Never, Ever' Been More Undervalued Than Today

05/29/2024
Leigh Goehring, Managing Partner at G&R and a seasoned investor in natural resources, recently shared his wealth of experience on the Commodity Culture podcast. His message is clear: the time to dive...
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