G&R Blog

Positioning for the Next Commodity Surge: Insights from Adam Rozencwajg

Written by Goehring & Rozencwajg Team | June 20, 2025

Is the next major commodities cycle already underway? Adam Rozencwajg, Co-Founder and Managing Partner at Goehring & Rozencwajg, joins Ed Coyne of Sprott Radio for a timely conversation on the shifting landscape in natural resources.

In this episode, Adam shares his perspective on why gold, silver, uranium, and copper may be entering a powerful new phase—backed by historical cycles, supply-demand imbalances, and structural market forces. For investors looking to understand the case for commodities today, this discussion offers a clear and compelling analysis.

Click the image below to visit the Sprott website and watch the interview.


Curious to learn more?
 Read more in our Q1 2025 research newsletter, available for download below.

 

 

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