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[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...
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...
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...
The article below is an excerpt from our Q3 2025 commentary. Global uranium markets have been awash in bullish developments over the past two years, as governments, utilities, investors, and even...
The article below is an excerpt from our Q3 2025 commentary. We have long taken a certain perverse pride in conducting research that is not merely original, but occasionally so unfashionable that...
The article below is an excerpt from our Q3 2025 commentary. At Goehring & Rozencwajg, we’ve built our approach around a simple but often uncomfortable conviction: the best value in natural resource...
Much has been written about the Trump administration’s actions in Venezuela and the supposed implications for the global oil market, though at this early stage it is already apparent that the subject...
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Watch our 7-minute video: Q3 2025 Market Commentary.Adam Rozencwajg, Managing Partner of G&R, recaps the latest research letter, highlighting why the era of stable, low-volatility markets—the...
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The article below is an excerpt from our Q3 2025 commentary. We spent the early days of October zig-zagging across New Zealand and Australia, where every meeting seemed to begin—and often end—with...
The article below is an excerpt from our Q2 2025 commentary. President Trump’s recent executive action targeting reform at the Nuclear Regulatory Commission (NRC) may well go down as the most...