The Incredible Shrinking Oil Majors - Part III

09/16/2022

The article below is an excerpt from our Q2 2022 commentary.Are you embarrassed as an American company that your production is going up while the European counterparts are going down…. Would you..

Why Nuclear Power is a Solution to Our Energy Needs

09/09/2022

The article below is an excerpt from our Q2 2022 commentary. The pendulum continued to swing in favor of nuclear power during Q2. The Russian invasion of Ukraine has put national energy security..

[Podcast] MacroVoices: Understanding the Global Energy Crisis ft. Adam Rozencwajg

08/11/2022

Adam Rozencwajg, CFA, Managing Partner at Goehring & Rozencwajg, joined MacroVoices hosts Erik Townsend and Patrick Ceresna to discuss how the world has entered the early stages of a global energy..

Goehring & Rozencwajg 2022 Investor Day

08/05/2022

Goehring & Rozencwajg are pleased to invite all Institutional Investors, Advisors and friends of the firm to 2022 Investor Day on Thursday, November 3, in New York City.

Book Recommendations from Natural Resource Investors

07/28/2022

"A reader lives a thousand lives before he dies."~George R. R. Martin 

Summer is a time to relax, reflect and if you are like us, continue to do more reading. As Natural Resource Investors, our..

Russia and the Uranium Fuel Cycle

07/21/2022

The article below is an excerpt from our Q1 2022 commentary. Uranium prices surged during Q1. Spot uranium advanced 26% from $42 to $53 per pound while the quoted term price rose 19% from $42 to $50..

Catastrophic Agriculture Markets

07/13/2022

The article below is an excerpt from our Q1 2022 commentary. 

World Bank warns of ‘human catastrophe’ food crisis.” - BBC News, April 20, 2022“Farmers are seeing prices for fertilizers skyrocket...

Top 3 Goehring & Rozencwajg Posts of 2022

07/07/2022

While we are at the midpoint of the year, we'd like to take a moment to reflect on our writings. Below you will find our top 3 most viewed blog posts of 2022 to date.We sincerely appreciate your..

Running Out of Spare Oil Capacity - What's Next?

06/30/2022

The article below is an excerpt from our Q1 2022 commentary. Between 2010 and 2020 the world grew accustomed to cheap, abundant conventional energy. Global energy markets were so well supplied for so..

Inflation and Magazine Covers (Part III)

06/22/2022

The article below is an excerpt from our Q1 2022 commentary. On April 20th, 2019, Bloomberg/BusinessWeek magazine published an issue entitled “Is Inflation Dead?” with a dead dinosaur prominently..

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