G&R Blog

Adam Rozencwajg is interviewed by Jacob Shapiro of Lykeion. He shares his thoughts on the commodity market.

[INTERVIEW] Geopolitical Risk within Natural Resources Markets

09/22/2023

In this episode, Adam Rozencwajg joined Jacob Shapiro of the Lykeion Channel for an inaugural episode of "The Geopolitics of Commodities".Adam and Jacob discuss a wide range of topics including..

For the first time in history, Uranium has slipped into a persistent and widening deficit. We believe the results will be dramatic. Read article by Goehring & Rozencwajg, Natural Resource Investors.

The Uranium Bull: Defying Trends and Redefining Energy Markets

09/14/2023

The article below is an excerpt from our Q2 2023 commentary. Why has uranium rallied while every other energy commodity has collapsed?

Over the past twelve months, spot uranium advanced 12% while..

Given our projected increase in gold prices, Goehring & Rozencwajg believes significant exposure to physical precious metals and related equities should be considered.

Natural Resource Market Commentary: Q2 2023

09/07/2023

The article below is an excerpt from our Q2 2023 commentary. Commodities and related natural resource markets were broadly weak in the second quarter. Investors remained concerned about a global..

The Upcoming Gold Bull Market: How High Will Gold Prices Go?

08/31/2023

The article below is an excerpt from our Q2 2023 commentary. Gold is no different than any other asset class: it becomes popular, rises in price, is overvalued, and ultimately represents a poor..

Golden Foresight

08/24/2023

The article below is an excerpt from our Q2 2023 commentary.Picture it, if you will: December of 2029. In a dimly lit private dining room, the sound of cutlery clinking blends with spirited..

In this blog, G&R discuss the why Central Banks are key to understanding the difference between the 1970's and today.

The Bull Market for Gold and Silver: 1970s vs Today

08/10/2023

The article below is an excerpt from our Q1 2023 commentary.We are using the 1970s as an analog for precious metals this decade. So far, it is proving to be prescient. By 1974, silver had..

Adam Rozencwajg is interviewed by UBS. He shares his thoughts on the commodity market.

[INTERVIEW] The Next Opportunity: Are We in a Commodity Supercycle?

08/03/2023

Are we in a commodity supercycle? In this episode, Adam Rozencwajg, Managing Partner at G&R, joined UBS's Paul Stefansson to explore the future of the commodity market and how the energy transition..

Leigh Goehring, Managing Partner at Goehring & Rozencwajg, is interviewed by the hosts of the MacroVoices podcast. He shares his thoughts on the Global Food Crisis.

[Podcast] MacroVoices - Global Food Crisis Update ft. Leigh Goehring

07/27/2023

Leigh Goehring, Managing Partner at G&R, recently joined the MacroVoices podcast, hosted by Erik Townsend and Patrick Ceresna, to provide an insightful update on the global food crisis. This crisis..

In this blog, G&R discuss the US Reserve Currency and Commodities.

The US Reserve Currency & Commodities

07/24/2023

The article below is an excerpt from our Q1 2023 commentary.In 2016, we published the following chart comparing commodities to the Dow Jones Industrial Average. Mr. Gundlach of DoubleLine had issued..

Participating in a Roundtable Discussion, Adam Rozencwajg is interviewed by Financial Repression Authority. He shares his thoughts on the Energy Markets.

Roundtable Discussion on the Energy Markets ft. Adam Rozencwajg

07/14/2023

"From a supply perspective (regarding the energy market) I think we are at a very dangerous and important inflection point right now -- and that's because the shale basins which heretofore have been..