The article below is an excerpt from our Q3 2024 commentary. In last quarter's letter, we outlined a rising tide of bearish signals within the global copper market. Chief among them was the growing...
The article below is an excerpt from our Q3 2024 commentary. In the tumult of the global gold market, the past four years have unfolded as a clash of opposing forces. On one side, the steady...
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...
Adam Rozencwajg, CFA, joined The Value Perspective Podcast, co-hosted by Juan Torres Rodriguez and Django Davidson from Hosking Partners. Together, they explore G&R’s deep value approach to...
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 Q4 2023 commentary. “How the world’s biggest offshore wind company was blown off course: Denmark’s Ørsted was once seen as a model for how oil and gas giants...