--- title: G&R Blog | Goehring & Rozencwajg Team (4) description: Stay informed with natural resources market insights from Goehring & Rozencwajg Associates. (4) --- [![GoRozen logo](https://blog.gorozen.com/hs-fs/hubfs/Gorozen_July2023/images/629a25c15755c930be0d624f_GoRozen-logo-horizontal-web.png?width=444&height=79&name=629a25c15755c930be0d624f_GoRozen-logo-horizontal-web.png "GoRozen logo")](https://www.gorozen.com/) - FIRM - [HOME](https://www.gorozen.com/) - [ABOUT](https://www.gorozen.com/about) - [TEAM](https://www.gorozen.com/team) - CONTENT - [COMMENTARIES](https://www.gorozen.com/commentaries) - [BLOG](https://blog.gorozen.com/blog) - [PODCASTS](https://www.gorozen.com/podcasts) - HOW TO INVEST - [MUTUAL FUND](https://www.gorozen.com/gr-funds) - [CONFERENCE](https://conference.gorozen.com/) - [CONTACT](https://www.gorozen.com/contact) [access latest research](https://www.gorozen.com/commentaries) # G&R Blog ![Goehring & Rozencwajg Team](https://blog.gorozen.com/hs-fs/hubfs/Logos/GoRozen-favicon.png?width=200&name=GoRozen-favicon.png) ## Goehring & Rozencwajg Team [![Natural Resource Market Commentary](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/2025.10%20GR%20%23451%20-%20Natural%20Resource%20Commentary%20Q2.png)](https://blog.gorozen.com/blog/natural-resource-market-commentary) ### [Natural Resource Market Commentary](https://blog.gorozen.com/blog/natural-resource-market-commentary) 10/17/2025 The article below is an excerpt from our Q2 2025 commentary. In the second quarter, the commodity complex split neatly into two camps. On one side: uranium, platinum group metals, and... [Read More →](https://blog.gorozen.com/blog/natural-resource-market-commentary) [![Podcast: Gold's Record Run Not Over Yet, Silver Still Looks Cheap](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/_2025.10%20Investing%20News%20Network%20Interview%20-%20Adam%20Rozencwajg.png)](https://blog.gorozen.com/blog/podcast-golds-record-run-not-over-yet-silver-still-looks-cheap) ### [Podcast: Gold's Record Run Not Over Yet, Silver Still Looks Cheap](https://blog.gorozen.com/blog/podcast-golds-record-run-not-over-yet-silver-still-looks-cheap) 10/10/2025 Gold continues to set new all-time highs, but according to Adam Rozencwajg, Managing Partner of Goehring & Rozencwajg, the story is far from over.In a recent interview with Investing News Network’s... [Read More →](https://blog.gorozen.com/blog/podcast-golds-record-run-not-over-yet-silver-still-looks-cheap) [![A Peek Ahead](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/2025.10%20GR%20%23449%20-%20The%20Next%20Rotation%20Back%20to%20Commodities.png)](https://blog.gorozen.com/blog/a-peek-ahead) ### [A Peek Ahead](https://blog.gorozen.com/blog/a-peek-ahead) 10/03/2025 The article below is an excerpt from our Q2 2025 commentary. The financial world, like the social world, has its fashions. At cocktail parties, there are seasons of martinis and seasons of... [Read More →](https://blog.gorozen.com/blog/a-peek-ahead) [![Podcast: Why We Believe Gold Could Double from Here](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/2025.09%20GR%20Blog%20%23448%20-%20Adam%20on%20podcast%20-%20Money%20Life%20with%20Chuck%20Jaffe%20Podcast.png)](https://blog.gorozen.com/blog/podcast-why-we-believe-gold-could-double-from-here) ### [Podcast: Why We Believe Gold Could Double from Here](https://blog.gorozen.com/blog/podcast-why-we-believe-gold-could-double-from-here) 09/25/2025 At Goehring & Rozencwajg, we take a contrarian, research-driven approach to natural resources investing. In a recent conversation on Money Life with Chuck Jaffe, Adam Rozencwajg, Managing Partner at... [Read More →](https://blog.gorozen.com/blog/podcast-why-we-believe-gold-could-double-from-here) [![Podcast: The Gains in Gold, Oil & Uranium Could SHOCK the Market](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/2025.09%20VRIC%20Interview%20-%20Adam%20%26%20Leigh.png)](https://blog.gorozen.com/blog/podcast-the-gains-in-gold-oil-uranium-could-shock-the-market) ### [Podcast: The Gains in Gold, Oil & Uranium Could SHOCK the Market](https://blog.gorozen.com/blog/podcast-the-gains-in-gold-oil-uranium-could-shock-the-market) 09/16/2025 Why investors should pay attention now.Leigh Goehring and Adam Rozencwajg have spent decades in the natural resources sector. Right now, they see a setup for gold, uranium, oil, natural gas, and... [Read More →](https://blog.gorozen.com/blog/podcast-the-gains-in-gold-oil-uranium-could-shock-the-market) [![The Next Inflationary Surge is About to Begin (updated)](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/2025.09.02%20G%26R%20Blog%20%23446%20-%20Inflation.png)](https://blog.gorozen.com/blog/the-next-inflationary-surge-is-about-to-begin-092025) ### [The Next Inflationary Surge is About to Begin (updated)](https://blog.gorozen.com/blog/the-next-inflationary-surge-is-about-to-begin-092025) 09/04/2025 The article below is an excerpt from our Q2 2025 commentary. “Few challenges to the Federal Reserve independence have ever matched the drama of Dec. 5, 1965. Fed Chairman William McChesney Martin... [Read More →](https://blog.gorozen.com/blog/the-next-inflationary-surge-is-about-to-begin-092025) [![Gas’s Time Has Come](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/_2025.08%20GR%20%23445%20-%20Gas.png)](https://blog.gorozen.com/blog/gas-time-has-come) ### [Gas’s Time Has Come](https://blog.gorozen.com/blog/gas-time-has-come) 08/22/2025 The article below is an excerpt from our Q1 2025 commentary. In previous letters, we’ve written at length about our conviction that North American natural gas might well prove to be the... [Read More →](https://blog.gorozen.com/blog/gas-time-has-come) [![A Uranium Short Squeeze?](https://blog.gorozen.com/hubfs/2025.08%20GR%20%23444%20-%20Uranium.png)](https://blog.gorozen.com/blog/uranium-short-squeeze) ### [A Uranium Short Squeeze?](https://blog.gorozen.com/blog/uranium-short-squeeze) 08/13/2025 The article below is an excerpt from our Q1 2025 commentary. Back in 2018, we posited that financial players—ever alert to overlooked corners of the commodity world—would emerge as a dominant force... [Read More →](https://blog.gorozen.com/blog/uranium-short-squeeze) [![The Next Inflationary Surge is About to Begin](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/2025.08%20G%26R%20Blog%20%23443%20-%20Inflationary%20Surge%20-%20updated.png)](https://blog.gorozen.com/blog/the-next-inflationary-surge-is-about-to-begin) ### [The Next Inflationary Surge is About to Begin](https://blog.gorozen.com/blog/the-next-inflationary-surge-is-about-to-begin) 08/04/2025 “Few challenges to the Federal Reserve independence have ever matched the drama of Dec. 5, 1965. Fed Chaiman William McChesney Martin Jr. had just convinced the Board of Governors to raise the... [Read More →](https://blog.gorozen.com/blog/the-next-inflationary-surge-is-about-to-begin) [![Leigh Goehring On The Coming Revolution In Asset Markets](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/2025.07%20GR%20Blog%20%23443%20-%20Felder%20Report%20Podcast%20with%20Leigh.png)](https://blog.gorozen.com/blog/commodities-podcast-202507) ### [Leigh Goehring On The Coming Revolution In Asset Markets](https://blog.gorozen.com/blog/commodities-podcast-202507) 08/01/2025 You could say that natural resources run in Leigh Goehring’s blood. The son of two oil and gas engineers, Leigh has spent nearly his entire life studying markets and investments related to... [Read More →](https://blog.gorozen.com/blog/commodities-podcast-202507) [All posts](https://blog.gorozen.com/blog/all) This quarter's ## Natural Resource Market Commentary [DOWNLOAD NOW](http://gorozen.com/research/commentaries) Stay informed with Natural Resource Market Insights Goehring & Rozencwajg Associates, LLC. 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