Goehring & Rozencwajg Team

Goehring & Rozencwajg Team

Is India the Next Major Source of Commodity Demand Growth?

Is India the Next Major Source of Commodity Demand Growth?

02/08/2018
Since 2000, investors in commodities and natural resources have been fixated on China as the main source of demand growth -- for good reason. Over the last 18 years, China’s oil demand has grown by...
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Oil Prices on the Verge of Moving Higher

Oil Prices on the Verge of Moving Higher

10/20/2017
“Brace for another steep and sudden drop in Oil Prices” - Commodities Column, Barrons, August 14, 2017 “BHP chairman say $20 billion investments in shale was a mistake.”- Reuters, June 29, 2017 ...
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Commodities at a 100 Year Low Valuation

Commodities at a 100 Year Low Valuation

07/21/2017
We are at the bottom in global commodity prices. As you can see from Chart 1 (which plots the price of commodities as measured against the US stock market going back 100 years), commodities are as...
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Renewables and the Upcoming Bull Market in Copper

Renewables and the Upcoming Bull Market in Copper

07/26/2016
Elon Musk’s April announcement that Tesla will manufacture a $35,000 electric vehicle prompted a huge amount of discussion in the investment community regarding the coming bull market in renewables...
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