Goehring & Rozencwajg Team
Below we recap our 3 most popular blog posts to date for 2018.
In our most recent webinar, we received many questions around energy market sentiment. In this blog post, we dive a little deeper on one particular question we were asked during the webinar: Q. When...
A recent press release from The World Bank caught our attention. Commodity prices to rise more than expected in 2018: World Bank Here’s an excerpt:
Several new developments in oil have emerged recently, and our outlook has become even more bullish. Most importantly, OECD inventory data continues to confirm that the global oil market remains in...
A few months ago, Kevin Muir of East West Investment Management, posted a blog that highlighted some of our research. We appreciated the shout out as well as the mention of an interview that Leigh...
What makes us so bullish, especially when everyone else is so bearish?Often in severe bear markets, obvious bullish data points sit right in front of us and yet no one seems to notice. Our current ...
What makes us so bullish, especially when everyone else is so bearish?Often in severe bear markets, obvious bullish data points sit right in front of us and yet no one seems to notice. Our current ...
Investors, friends, and readers of commentaries from Goehring & Rozencwajg, know us for our in-depth fundamental research on natural resources / global commodity markets and long tenure in the...
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...
“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 ...