Goehring & Rozencwajg Team
The article below is an excerpt from our Q4 2023 commentary. Copper demand was extremely strong in 2023, growing 7.3% year-on-year over the first ten months, according to the World Bureau of Metal...
The article below is an excerpt from our Q4 2023 commentary. On January 12th, Kazatomprom, the publicly traded Kazakh national uranium company, shocked the markets by announcing it could not meet...
![[Interview] Will EVs Succeed? Efficiency, Emissions and a Potential Catalyst](https://blog.gorozen.com/hubfs/Blog/2024%20Blogs/2024.04%20Investing%20News%20Network%20Interview%20-%20Adam%20Rozencwajg%20-%20EVs.png)
Electric vehicles (EVs) have been widely hailed as a key part of the transition to green energy, but are they helping as much as we think they are? Adam Rozencwajg, CFA, spoke with Charlotte McLeod...
The article below is an excerpt from our Q4 2023 commentary. Five years ago, we became uranium bulls. We explained how the market had quietly slipped into a structural deficit, with reactor demand...
The article below is an excerpt from our Q4 2023 commentary. The biggest mystery in oil markets surrounds the apparent surge in US production. At the beginning of 2023, we predicted shale growth...
The article below is an excerpt from our Q4 2023 commentary. “Saudi Aramco Abruptly Drops Plans to Expand Oil Production,” ~ The New York Times, January 30, 2024 In an unexpected move, Aramco, the...
The article below is an excerpt from our Q4 2023 commentary. Commodities were mixed during the fourth quarter. The Goldman Sachs Commodity Index (GSCI), heavily weighted toward energy, fell by a...
![[Podcast] Convince Me in 15 Minutes... That Uranium is in a Bull Market.](https://blog.gorozen.com/hubfs/Blog/2024%20Blogs/2024.03%20GR%20Blog%20%23391-%20Convince%20Me%20in%2015%20Min%20-%20Twitter.png)
Challenge Accepted: Convince Me in 15 Minutes That Uranium is in a Bull Market. Joining the engaging podcast, Convince Me in 15 Minutes, Adam Rozencwajg makes a compelling argument for the promising...
The article below is an excerpt from our Q4 2023 commentary. “Electric vehicles (EVs) are pilling up on lots across the country as the green revolution hits a speed bump, data show.” ~ USA Today,...
The article below is an excerpt from our Q3 2023 commentary. There are notable similarities between the uranium market twelve months ago and today’s oil market. Almost overnight, uranium went from...