Goehring & Rozencwajg Team
"From a supply perspective (regarding the energy market) I think we are at a very dangerous and important inflection point right now -- and that's because the shale basins which heretofore have been...
We're halfway through the year, so we thought it would be a perfect time for us to pause and reflect on our written works. Below are the three most viewed blog posts for the year 2023 so far. Thank...
The article below is an excerpt from our Q1 2023 commentary.The most crucial development in global oil markets is depletion in the Permian basin. We first warned about this in 2018, predicting the...
"We think that gold has entered into a new phase of this bull market," said Adam Rozencwajg of Goehring & Rozencwajg (G&R).G&R has been bullish on gold for quite some time, but we have been mostly...
The article below is an excerpt from our Q1 2023 commentary.Conventional oil production has now unequivocally rolled over. Unconventional production, the only source of growth in global oil supply...
Curious about the state of natural resources in today's market?Then this podcast episode is for you.Adam Rozencwajg, CFA, Managing Partner of Goehring & Rozencwajg, recently joined the Top Traders...
![[Podcast] The Impacts of Rising Interest Rates on Commodities](https://blog.gorozen.com/hubfs/Blog/2023%20Blogs/2023.05%20GR%20Blog%20%23353-%20HC%20Insider%20Podcast%20-%20Twitter%20%281%29.png)
What are the impacts of rising interest rates on commodities? Where are rates headed? What does it mean for prices, traders, producers, investment and the energy transition? HC Insider Podcast hosts...
The article below is an excerpt from our Q4 2022 commentary. “Egg prices soar due to deadly bird flu outbreak.” ~Times Union 1/18/2023 When commodity markets fall into structural deficit, prices...
The article below is an excerpt from our Q4 2022 commentary. “Codelco Production Slump Shows Copper’s ‘Tremendous Challenge’” ~Bloomberg 1/24/2023 Copper demand remains strong. According to the...
The article below is an excerpt from our Q4 2022 commentary.On December 13th, 2022, the U.S. Department of Energy (DOE) announced a nuclear fusion breakthrough. For the first time in history,...