[Podcast] MacroVoices: Understanding the Global Energy Crisis ft. Adam Rozencwajg

[Podcast] MacroVoices: Understanding the Global Energy Crisis ft. Adam Rozencwajg

08/11/2022
Adam Rozencwajg, CFA, Managing Partner at Goehring & Rozencwajg, joined MacroVoices hosts Erik Townsend and Patrick Ceresna to discuss how the world has entered the early stages of a global energy...
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Goehring & Rozencwajg 2022 Investor Day

Goehring & Rozencwajg 2022 Investor Day

08/05/2022
Goehring & Rozencwajg are pleased to invite all Institutional Investors, Advisors and friends of the firm to 2022 Investor Day on Thursday, November 3, in New York City.
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Book Recommendations from Natural Resource Investors

Book Recommendations from Natural Resource Investors

07/28/2022
"A reader lives a thousand lives before he dies."~George R. R. Martin Summer is a time to relax, reflect and if you are like us, continue to do more reading. As Natural Resource Investors, our...
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Russia and the Uranium Fuel Cycle

Russia and the Uranium Fuel Cycle

07/21/2022
The article below is an excerpt from our Q1 2022 commentary. Uranium prices surged during Q1. Spot uranium advanced 26% from $42 to $53 per pound while the quoted term price rose 19% from $42 to $50...
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Catastrophic Agriculture Markets

Catastrophic Agriculture Markets

07/13/2022
The article below is an excerpt from our Q1 2022 commentary. “World Bank warns of ‘human catastrophe’ food crisis.” - BBC News, April 20, 2022“Farmers are seeing prices for fertilizers skyrocket....
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Top 3 Goehring & Rozencwajg Posts of 2022

Top 3 Goehring & Rozencwajg Posts of 2022

07/07/2022
While we are at the midpoint of the year, we'd like to take a moment to reflect on our writings. Below you will find our top 3 most viewed blog posts of 2022 to date.We sincerely appreciate your...
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Running Out of Spare Oil Capacity - What's Next?

Running Out of Spare Oil Capacity - What's Next?

06/30/2022
The article below is an excerpt from our Q1 2022 commentary. Between 2010 and 2020 the world grew accustomed to cheap, abundant conventional energy. Global energy markets were so well supplied for so...
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Inflation and Magazine Covers (Part III)

Inflation and Magazine Covers (Part III)

06/22/2022
The article below is an excerpt from our Q1 2022 commentary. On April 20th, 2019, Bloomberg/BusinessWeek magazine published an issue entitled “Is Inflation Dead?” with a dead dinosaur prominently...
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The Commodity Bull Market Has Only Just Begun

The Commodity Bull Market Has Only Just Begun

06/16/2022
The article below is an excerpt from our Q1 2022 commentary. One of the most frequent questions we get asked regarding this commodity bull market is: “Have I missed it? Is it too late to make an...
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1Q 2022 Highlights by Goehring & Rozencwajg

1Q 2022 Highlights by Goehring & Rozencwajg

06/09/2022
Charts of the Quarter Top Chart: Not only is the commodity bull market not over, it has hardly begun. This chart shows the returns of the Goldman Sachs commodity index versus the level of the US...
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