[INTERVIEW] Geopolitical Risk within Natural Resources Markets

The Uranium Bull: Defying Trends and Redefining Energy Markets

Natural Resource Market Commentary: Q2 2023

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

Golden Foresight

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

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

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

The US Reserve Currency & Commodities

Roundtable Discussion on the Energy Markets ft. Adam Rozencwajg

Top 3 Goehring & Rozencwajg Posts of 2023

The Permian Basin Is Depleting Faster Than We Thought

Is Gold in a New Bull Market Phase?

Hubbert's Peak is Finally Here

Podcast: What's Coming for the Oil, Gas, Gold & Metal Markets in 2023

[Podcast] The Impacts of Rising Interest Rates on Commodities

Will 2023 Bring a Grain Market Black Swan?

Copper Demand Soars: Is a Price Surge Coming?

Nuclear Fusion? Not so Fast

The Price Tag on Renewable Subsidies: The Inflation Reduction Act’s Mal-Investment of Trillions

Base Metals: A Decade of Shortages Ahead

[Podcast] MacroVoices: A discussion around Energy, Gold, Copper and Uranium

Weather Presents a Natural Gas Buying Opportunity

Why Oil Markets Will Outperform Expectations in 2023 

Podcast: The Energetic Problem with the Energy Transition

Natural Resources Market Commentary

Podcast: Have We Reached Peak Shale?

The Incredible Shrinking Super-Majors Part IV: What the Stock Market thinks of ESG 

The End of Abundant Energy: Shale Production and Hubbert's Peak 

Dear State Treasurers...an Open Letter from G&R

Why Investors Need to Watch Oil Prices in 2023

Top 3 Blog Posts of 2022 from Natural Resource Investors

Market Recap - Q3 2022

Why Won't Energy Companies Drill?

[REPLAY] 2022 Investor Day - The Coming Decade of Shortages

[PODCAST] Out with the FED Put & In with the OIL Put ft. Adam Rozencwajg

A Head Fake in Precious Metals: The Bear Market Drags On

Hot Mics & Tepid Production

High Energy Cost Hurts Wind & Solar

The Freeport LNG Paradox

[Podcast] The Real Reason Behind the Current Energy Crisis ft. Adam Rozencwajg

The Incredible Shrinking Oil Majors - Part III

Why Nuclear Power is a Solution to Our Energy Needs

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

Goehring & Rozencwajg 2022 Investor Day

Book Recommendations from Natural Resource Investors

Russia and the Uranium Fuel Cycle

Catastrophic Agriculture Markets

Top 3 Goehring & Rozencwajg Posts of 2022

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

Inflation and Magazine Covers (Part III)

The Commodity Bull Market Has Only Just Begun

1Q 2022 Highlights by Goehring & Rozencwajg

[Podcast] The Dark Side of Renewable Energy ft. Adam Rozencwajg

The Global Natural Gas Crisis is coming to North America

"Full-blown Energy Crisis" Started Long Before Russia/Ukraine War

[Podcast] Financial Sense: Adam Rozencwajg on the Post-Invasion Outlook for Energy and Commodities

Ongoing Shortages for Global Natural Gas

The Oil Crisis is Unfolding in Slow Motion

[Webinar Replay] G&R's Outlook on Energy and Inflation

Magazine Covers Revisited

Natural Resources: Inflation, Capital Cycles and ESG Distortions

Is Inflation Necessary for a Natural Resource Bull Market?

The Incredible Shrinking Oil Majors – Part II

Dispatch from the Road: Changes in Saudi Arabia

The Energy Crisis is Here - What's Coming Next?

Top Three Blog Posts of 2021

[Video] Rising Gas Prices vs Battery Costs

Tightness in Grain Markets

Rising Gas Prices vs Battery Costs - Virtual Discussion with Adam Rozencwajg

Running Out of Spare Capacity

The Most Important 2000 Years of Energy History– Video Featuring Leigh Goehring and Adam Rozencwajg

Update on Global Oil Demand

The Incredible Shrinking Oil Majors

The IEA’s Role in the Coming Oil Crisis

Nuclear Energy: The Early Success of Small Modular Reactors

The Potential Earnings Power of Copper Miners

What to Expect From Gold and Silver Going Forward

The Truth About Renewables – Featuring Leigh Goehring and Adam Rozencwajg

North American Gas Markets Now in Deficit

Update on US Shale Oil Production and Rig Count

Looking Ahead to a Tight Oil Market

Is Inflation Here to Stay?

China’s Impact on the Global Corn Market

The US is in Drought and Agricultural Markets in Deficit

Oil Inventories Headed Lower Through Remainder of 2021

Leigh Goehring on the Many Factors Sending Oil Prices Higher

[Podcast with Financial Sense] Copper Has Years Left to Run

What a Difference a Year Makes (in Oil)

Exploring Lithium-ion Electric Vehicles’ Carbon Footprint

Copper Depletion: Decades in the Making

The Anti-Bubble: Traditional Energy

Nuclear Energy and Other CO2-Friendly Alternatives

[Podcast with Jesse Felder] The Speculative Mania in Green Energy Stocks

How Energy Intensive Will the “Green Transition” Be?

The Inefficiencies of Electric Vehicles, Wind and Solar

The Fuzzy Math Behind Carbon Emission Projections

Green Energy Investment Mania: The Good, the Bad and the Ugly

Setting the Stage for an Oil Crisis

Will Gold Take a Breather?

Top Three Blog Posts of 2020

[Video with Real Vision] Interview with Leigh Goehring and Jim Grant

Where Has Shale Productivity Gone?

How Much Energy Exposure Should Investors Have?

[New Mining Podcast] Oil to Outperform Gold Over the Next Six Months

[Podcast with Jesse Felder] The Generational Opportunity in Energy Stocks Today

The 40-Year Odyssey of Schlumberger, Pt 2

The 40-Year Odyssey of Schlumberger

Approaching an Incredible Crossroads

Global Oil Demand and the Impact of Emerging Markets

[Video Interview with Real Vision] The Fundamentals of Gold Miner Equities

The Rally in Gold Continues

How Low Can Lithium-Ion Battery Costs Go? (Part 2)

The Gold-Oil Ratio Revisited

Top 3 Goehring & Rozencwajg Posts of 2020

Are We Poised for a Natural Gas Rally?

G&R In the News

Are We Entering a New Paradigm of Inflation?

Falling Rig Count and Demand Normalization

[New Podcast] Adam Rozencwajg Talks Oil Markets on Financial Sense

Oil Production Cuts and Their Long-Lasting Repercussions

How Low Can Lithium-Ion Battery Costs Go?

Negative Oil Prices: How it Happened and Resulting Implications

Today’s Oil Markets: Supply and Demand Dynamics

We Are Entering Into A New Era Of Inflation. Are You Prepared?

[SPECIAL REPORT] Oil Market Volatility

The Disconnect Between Oil Stocks and Oil Prices Continues

Shale Oil: The High Risk of High-Grading

[Podcast] Adam Rozencwajg Featured on Financial Sense

Data Around Slowing US Shale Oil Production

The Western Investor Reenters the Gold Market

Modeling the Haynesville & Marcellus Recoverable Natural Gas Reserves

Top 3 Goehring & Rozencwajg Posts of 2019

Natural Gas: A Potential Turning Point in a Decade’s Long Bear Market?

BNN Bloomberg Interviews Adam Rozencwajg About Oil

[New Podcast] Leigh Goehring and Adam Rozencwajg join Grant’s Current Yield Podcast

Why the Narratives around Oil Supply and Demand are Wrong

Oil: A Market Divorced from Reality

Declining Tier 1 Acreage and Slowing US Shale Oil Production

[New Podcast] Adam Rozencwajg Featured on Financial Sense

Shale Oil: A Startling Prediction Using the Latest Statistical Techniques

Global Resource Anomaly: The Baltic Dry Index

Global Resource Anomaly: Oil Market Term Structure

Global Resource Anomaly: Commodities versus Commodity Stocks

PODCAST: Why the Commodities Bear Market is About to Reverse Direction

A Trend Will Continue Until It Can No Longer

What Catalyst Will Finally Kill the Commodities Bear Market?

[New Video] The Rally in Gold is Just Getting Started

[PODCAST] A Comprehensive Look at Energy Markets with Leigh Goehring

Agricultural Markets: What Sunspots Mean for Global Growing Conditions, Part 2

Agricultural Markets: What Sunspots Mean for Global Growing Conditions, Part 1

Agricultural Markets: The Relationship Between Rising Temperatures and Crops

Market Insights Recap: Top 3 Posts of 2019

Precious Metals: The Impact of Inflation

Analyzing the DeGolyer & MacNaughton Audit of Saudi Crude Oil Reserves

What Saudi Aramco’s Bond Offering Says About the Ghawar Oil Field

Conventional Non-OPEC Oil Production Continues to Decline

Despite Headlines, Global Oil Demand Remains Robust

Exploring Why E&P Stocks are on Sale

Commodity and Natural Resource Equities Undervalued Versus Broad Market

Investors Bearish Yet Energy Demand Has Never Been Stronger

Considering Natural Resource Private Equity? Keep This in Mind

Leigh Goehring Speaks About Commodities on Money Life Podcast

Exposure to Commodities: What’s the Right Amount?

When is the Right Time to Allocate to Natural Resources?

The Relationship Between Yellow Vests and Electric Vehicles pt. 2/2

The Relationship Between Yellow Vests and Electric Vehicles pt. 1/2

What the Gold-Silver Ratio Can Tell Us About Precious Metals

Facts or Fiction? Saudi Aramco’s New Oil Reserve Report

Update on the Permian Basin and Oil Market Outlook

North American Natural Gas - Weather Related Imbalances Emerge

Copper Markets and Increasing Indian Demand

Oil Updates: Brazil, Canada and Missing Barrels

Looking Ahead in 2019: Oil Fundamentals

Goehring & Rozencwajg Speak at Azvalor Managers

Super Cool Fuel: Liquified Natural Gas (LNG)

Our Top 3 Blog Posts from 2018

What is the Real Size of the Saudi Oil Reserves? (Pt 2/2)

What is the Real Size of the Saudi Oil Reserves? (Pt 1/2)

Update on Conventional Non-OPEC Oil Production and U.S. Shale

Uranium Fundamentals Continue to Strengthen

How the Electrification of India May Impact Copper Prices

Interim Special Report on the Oil Sell-Off

What’s Behind the Recent Rally in Natural Gas Prices

Bullish Outlook for Uranium Prices

Natural Gas: Supply Continues to Surge. Stay on the Sidelines

Agricultural Markets: Despite Trade Talk, Global Grain Market Remains on a Knife’s Edge

Copper: Buy the Dip

Why Gold Prices Could Go Higher Than You Think

Case for Continued Bull Market in Oil Prices: U.S. Shale Oil Production is Poised to Falter

Case for Continued Bull Market in Oil Prices: Declines in Conventional Non-OPEC Production Likely to Accelerate

Case for Continued Bull Market in Oil Prices: Low Inventories and Strengthening Demand

The Time is Now for a Value-Oriented Commodities Investment Process

Reasons to Be Bullish on Grains

Commodities Are Rocking

Market Insights Recap: Top 3 Posts of 2018

Q&A with Leigh Goehring & Adam Rozencwajg

The World Bank: Commodity Prices Will Rise More Than Expected in 2018

New Trends in Oil Supply and Demand

The Macro Tourist and G&R: What if China Rolls Over?

This quarter's

Natural Resource
Market Commentary