Goehring & Rozencwajg Team
![[New Podcast] Adam Rozencwajg Talks Oil Markets on Financial Sense](https://blog.gorozen.com/hubfs/Blog%20Images/G%26R%20PODCAST%20-%20Financial%20Sense.%20May%202020%20-%20LinkedIn.png)
“In the history of crude oil, nothing can compare to the past two months." Goehring & Rozencwajg managing partner Adam Rozencwajg recently joined Financial Sense (FS) Senior Editor Cris Sheridan...
“According to the EIA weekly inventory figures, US production has fallen by nearly 1 mm b/d or 7% in only five weeks – the second-sharpest decline in US production ever outside of hurricane-related...
We first discussed lithium-ion batteries in our Q1 2018 letter, Déjà Vu: A History and Study of Electric Vehicles and the Oil Market Today. In that essay, we compared the total energy consumed by an...
Oil prices have joined bond yields in doing the unthinkable: trading at negative levels. In the case of oil, the West Texas Intermediate (WTI) May 2020 contract reached a low of -$40.32 at 2:24 pm on...
On our recent Market Update conference call (recorded on March 19, 2020), we received a number of questions regarding the supply and demand dynamics of today’s oil markets. Many attendees were...
Last April, Bloomberg BusinessWeek ran a cover story entitled “Is Inflation Dead?” We immediately thought back to the infamous 1979 BusinessWeek cover “The Death of Equities,” written less than...
![[SPECIAL REPORT] Oil Market Volatility](https://blog.gorozen.com/hubfs/Blog%20Images/Special-Report-LinkedIn.png)
Goehring and Rozencwajg have just released a Special Report regarding the severe volatility in the oil markets, including analyses around the OPEC+ developments that contributed to the worst two-day...
“The extreme bearishness towards energy related equities reminds us of the precious metals markets back in the late 1990s.” After extensive weakness in both Q2 and Q3, natural resources enjoyed a...
The slowing of shale oil production growth has become an accepted fact. However, we believe new forces are now at work that could produce another downward revision to US shale growth assumptions....
![[Podcast] Adam Rozencwajg Featured on Financial Sense](https://blog.gorozen.com/hubfs/Blog%20Images/G%26R%20PODCAST%20-%20Financial%20Sense.%20January%202020%20-%20LinkedIn.png)
Goehring & Rozencwajg (G&R) managing partner Adam Rozencwajg believes oil prices could rise to $80/barrel and higher this year and that natural resource equity investments are radically undervalued....