Goehring & Rozencwajg Team
As Natural Resource Investors, we aim to keep investors informed of what is happening in the commodities and natural resources sectors so that you can make informed investment decisions. In 2023, a...
The article below is an excerpt from our Q3 2023 commentary. In late 2021, we made a bold and deeply contrarian call: we predicted massive capital flows into renewable energy could potentially...
The article below is an excerpt from our Q3 2023 commentary. “It is a confusion of ideas to suppose that the economical use of fuel is equivalent to diminished consumption. The very contrary is the...
![[Podcast] Adam Rozencwajg joins Money Life with Chuck Jaffe](https://blog.gorozen.com/hubfs/Blog/2023%20Blogs/2023.12%20GR%20Blog%20%23377-%20Money%20Life%20Podcast%20-%20Twitter.png)
Adam Rozencwajg, CFA, Managing Partner at Goehring & Rozencwajg, joined "Money Life with Chuck Jaffee" to discuss investing in natural resources and commodities in today's market. We invite you to...
The article below is an excerpt from our Q2 2023 commentary. Driven by concerns of an impending global recession, copper sentiment remained bearish during the second quarter. On the other hand,...
![[Podcast] What is Happening in the Energy Markets?](https://blog.gorozen.com/hubfs/Blog/2023%20Blogs/2023.11%20GR%20Blog%20%23375-%20WTFinance%20Podcast.png)
What is happening in the energy markets? Why is there an underinvestment in energy over the past decade? What is the risk of price fluctuations? What does this mean for prices? Adam Rozencwajg, CFA,...
![[HC Insider Podcast] Renewables, Natural Gas and Nukes](https://blog.gorozen.com/hubfs/Blog/2023%20Blogs/2023.11%20GR%20Blog%20%23374-%20HC%20Insider%20Podcast%20-%20Twitter.png)
In 2023, renewables are grappling with rising costs and higher interest rates. The perception of nuclear power in the energy transition is shifting. Is this a long-term change? Natural gas remains a...
![[Podcast] How Do You Solve A Problem Like Inflation?](https://blog.gorozen.com/hubfs/Blog/2023%20Blogs/2023.11%20GR%20Blog%20%23373-%20Grant%20Williams%20Podcast.png)
In this episode of The Super Terrific Happy Hour podcast, Stephanie Pomboy and Grant Williams are joined by a panel of guests to discuss the macro environment as it pertains to inflation and how each...
![[INTERVIEW] Uranium at Inflection Point, Will Get Completely Out of Hand](https://blog.gorozen.com/hubfs/Blog/2023%20Blogs/2023.10%20G%26R%20Blog%20%23372%20-%20Uranium%20Stock%20Market%20%281%29.png)
"I think that it's entirely plausible to see uranium at US$300 in a spike," ~Adam Rozencwajg, Managing Partner, Goehring & Rozencwajg Adam Rozencwajg joined Charlotte McLeod of the Investing News...
The article below is an excerpt from our Q2 2023 commentary. In our view, natural gas prices are reaching a turning point. Gas spiked to decade highs last spring following Russia’s invasion of...