Goehring & Rozencwajg Team

Goehring & Rozencwajg Team

The Price Tag on Renewable Subsidies: The Inflation Reduction Act’s Mal-Investment of Trillions

The Price Tag on Renewable Subsidies: The Inflation Reduction Act’s Mal-Investment of Trillions

04/28/2023
The article below is an excerpt from our Q4 2022 commentary.Analysts constantly state that renewable energy competes favorably against natural gas and coal-fired electricity generation on an...
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Base Metals: A Decade of Shortages Ahead

Base Metals: A Decade of Shortages Ahead

04/21/2023
The article below is an excerpt from our Q4 2022 commentary.“The Decade of Shortages” was the unofficial theme for our investor day, held on November 3rd, 2022. Our audience heard presentations from...
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[Podcast] MacroVoices: A discussion around Energy, Gold, Copper and Uranium

[Podcast] MacroVoices: A discussion around Energy, Gold, Copper and Uranium

04/14/2023
Adam Rozencwajg, CFA, Managing Partner at Goehring & Rozencwajg, recently joined MacroVoices host Erik Townsend to discuss the energy, gold, copper, and uranium markets. This recent discussion...
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Weather Presents a Natural Gas Buying Opportunity

Weather Presents a Natural Gas Buying Opportunity

04/05/2023
The article below is an excerpt from our Q4 2022 commentary.Our Q1 2022 letter explained why North American natural gas prices would surge. After making a 25-year low of $1.48 per mmcf in June 2020,...
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Why Oil Markets Will Outperform Expectations in 2023 

Why Oil Markets Will Outperform Expectations in 2023 

03/31/2023
The article below is an excerpt from our Q4 2022 commentary.We believe investors are being far too complacent about oil markets.After making a 14-year high of $130 per barrel in March, prices have...
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Podcast: The Energetic Problem with the Energy Transition

Podcast: The Energetic Problem with the Energy Transition

03/27/2023
Managing Partner Adam Rozencwajg, CFA, was recently interviewed by Paul Chapman of HC Insider Podcast - Conversations in Commodities.During their conversation, they discuss how decarbonization is...
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Natural Resources Market Commentary

Natural Resources Market Commentary

03/24/2023
The article below is an excerpt from our Q4 2022 commentary.Commodity prices rebounded in Q4. Natural resource-related equities were firm.Investors came back into commodity-related markets, hoping...
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Podcast: Have We Reached Peak Shale?

Podcast: Have We Reached Peak Shale?

03/20/2023
Managing Partner Leigh Goehring was recently interviewed by Decouple Media.In this interview, they deep dive into fracking and shale, the energy source that put Peak Oil concerns on the back burner...
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The Incredible Shrinking Super-Majors Part IV: What the Stock Market thinks of ESG 

The Incredible Shrinking Super-Majors Part IV: What the Stock Market thinks of ESG 

03/15/2023
The article below is an excerpt from our Q4 2022 commentary. “BP’s CEO Plays Down Renewables Push and Returns Lag” “Mr. Looney [(BP’s CEO)] has said he is disappointed in the returns from some of the...
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The End of Abundant Energy: Shale Production and Hubbert's Peak 

The End of Abundant Energy: Shale Production and Hubbert's Peak 

03/09/2023
The article below is an excerpt from our Q4 2022 commentary.Crude oil fundamentals are very tight and risk getting considerably tighter. Investors continue to starve energy companies of much-needed...
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