06/27/2018
In our most recent webinar, we received many questions around energy market sentiment. In this blog post, we dive a little deeper on one particular question we were asked during the webinar: Q. When...
05/29/2018
A recent press release from The World Bank caught our attention. Commodity prices to rise more than expected in 2018: World Bank Here’s an excerpt:
05/22/2018
Several new developments in oil have emerged recently, and our outlook has become even more bullish. Most importantly, OECD inventory data continues to confirm that the global oil market remains in...
05/14/2018
A few months ago, Kevin Muir of East West Investment Management, posted a blog that highlighted some of our research. We appreciated the shout out as well as the mention of an interview that Leigh...
03/14/2018
What makes us so bullish, especially when everyone else is so bearish?Often in severe bear markets, obvious bullish data points sit right in front of us and yet no one seems to notice. Our current ...
03/08/2018
As we discussed in our Q4 2017 letter, one of the most important drivers of a country’s commodity demand growth is the rate at which its population urbanizes. As a population moves from the...
03/07/2018
I vividly remember arriving in Mumbai for the first time back in the fall of 2007. As we landed, the slums surrounding the airport were barely visible through the thick haze that enveloped the city....
02/28/2018
What makes us so bullish, especially when everyone else is so bearish?Often in severe bear markets, obvious bullish data points sit right in front of us and yet no one seems to notice. Our current ...
02/15/2018
Investors, friends, and readers of commentaries from Goehring & Rozencwajg, know us for our in-depth fundamental research on natural resources / global commodity markets and long tenure in the...
02/08/2018
Since 2000, investors in commodities and natural resources have been fixated on China as the main source of demand growth -- for good reason. Over the last 18 years, China’s oil demand has grown by...