In a fascinating discussion, Adam Rozencwajg joined host Grant Williams on The Grant Williams Podcast to delve into the intricate world of commodity markets and their far-reaching implications for...
Adam Rozencwajg joined the Top Traders Unplugged podcast with hosts Niels Kaastrup-Larsen and Cem Karsan to tackle a pressing issue: the potential for an imminent monetary regime shift. The...
Adam Rozencwajg, CFA, Managing Partner at Goehring & Rozencwajg, joined the Peak Prosperity podcast, hosted by Dr. Chris Martenson to offer a contrarian investing perspective, showing how spotting...
Leigh Goehring and Adam Rozencwajg, CFA, joined Jesse Day of VRIC Media and dived deep into the commodities markets, offering insights into key trends and investment opportunities. Key takeaways from...
Nuclear Power is Back—and Bigger Than Ever! Once a symbol of fear, nuclear energy is now the solution to our climate crisis. Big names like Microsoft, Google, Amazon, and Meta are diving into the...
Q3 2024 natural resources saw volatility: Natural gas inventories fell, oil faced a contrarian opportunity, coal stocks rebounded, precious metals surged, uranium saw supply concerns &...
As Natural Resource Investors, our goal is to keep you updated on the latest developments in the commodities and natural resources sectors, empowering you to make well-informed investment decisions....
The article below is an excerpt from our Q3 2024 commentary. The great drama of American shale production may now be nearing its final act. For years, we have anticipated that the relentless growth...
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...
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...