Goehring & Rozencwajg Team
The article below is an excerpt from our Q2 2022 commentary.The global natural gas crisis has entered its most dangerous phase yet. We just returned from the UK, Switzerland, and Germany and the mood...
![[Podcast] The Real Reason Behind the Current Energy Crisis ft. Adam Rozencwajg](https://blog.gorozen.com/hubfs/Blog/2022.09%20GR%20Blog%20%23331%20-%20Podcast%20Top%20Traders%20Unplugged%20-%20LinkedIn.png)
“We have an energy crisis, we don’t have enough energy today. And yet people are saying that the answer is that we have to get away from oil and gas and invest more in renewables. It will only make...
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...
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](https://blog.gorozen.com/hubfs/Blog/2022.08%20GR%20Blog%20%23325%20-%20MacroVoices%20-%20LinkedIn.png)
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 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.
"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...
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...
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....
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...