--- title: G&R Blog (5) description: Stay informed with natural resources market insights from Goehring & Rozencwajg Associates. (5) --- [![GoRozen logo](https://blog.gorozen.com/hs-fs/hubfs/Gorozen_July2023/images/629a25c15755c930be0d624f_GoRozen-logo-horizontal-web.png?width=444&height=79&name=629a25c15755c930be0d624f_GoRozen-logo-horizontal-web.png "GoRozen logo")](https://www.gorozen.com/) - FIRM - [HOME](https://www.gorozen.com/) - [ABOUT](https://www.gorozen.com/about) - [TEAM](https://www.gorozen.com/team) - CONTENT - [COMMENTARIES](https://www.gorozen.com/commentaries) - [BLOG](https://blog.gorozen.com/blog) - [PODCASTS](https://www.gorozen.com/podcasts) - HOW TO INVEST - [MUTUAL FUND](https://www.gorozen.com/gr-funds) - [CONFERENCE](https://conference.gorozen.com/) - [CONTACT](https://www.gorozen.com/contact) [access latest research](https://www.gorozen.com/commentaries) # G&R Blog [![Leigh Goehring On The Coming Revolution In Asset Markets](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/2025.07%20GR%20Blog%20%23443%20-%20Felder%20Report%20Podcast%20with%20Leigh.png)](https://blog.gorozen.com/blog/commodities-podcast-202507) ### [Leigh Goehring On The Coming Revolution In Asset Markets](https://blog.gorozen.com/blog/commodities-podcast-202507) 08/01/2025 You could say that natural resources run in Leigh Goehring’s blood. The son of two oil and gas engineers, Leigh has spent nearly his entire life studying markets and investments related to... [Read More →](https://blog.gorozen.com/blog/commodities-podcast-202507) [![The Case for Commodities: Adam Rozencwajg on Value, Volatility, and Opportunity](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/2025.07%20GR%20Blog%20%23442%20-%20Value%20Perspective%20Podcast.png)](https://blog.gorozen.com/blog/the-case-for-commodities) ### [The Case for Commodities: Adam Rozencwajg on Value, Volatility, and Opportunity](https://blog.gorozen.com/blog/the-case-for-commodities) 07/25/2025 Unlocking opportunity in an overlooked sector.Adam Rozencwajg, Managing Partner at Goehring & Rozencwajg, returns to The Value Perspective podcast for a deep dive into commodity investing.He covers: [Read More →](https://blog.gorozen.com/blog/the-case-for-commodities) [![(MarketWatch) Why oil prices aren’t spiking despite Israel-Iran tensions](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/2025.07%20Market%20Watch%20Interview%20-%20Adam%20Rozencwajg.png)](https://blog.gorozen.com/blog/why-oil-prices-arent-spiking-despite-israel-iran-tensions) ### [(MarketWatch) Why oil prices aren’t spiking despite Israel-Iran tensions](https://blog.gorozen.com/blog/why-oil-prices-arent-spiking-despite-israel-iran-tensions) 07/11/2025 Concerns about a global supply glut and an uncertain demand outlook continue to weigh on crude prices. Commodity experts Wasif Latif and Adam Rozencwajg share their insights on MarketWatch on what’s... [Read More →](https://blog.gorozen.com/blog/why-oil-prices-arent-spiking-despite-israel-iran-tensions) [![Peak Shale Amid Maximum Pessimism](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/2025.06%20GR%20%23439%20-%20Peak%20Shale.png)](https://blog.gorozen.com/blog/peak-shale-amid-maximum-pessimism) ### [Peak Shale Amid Maximum Pessimism](https://blog.gorozen.com/blog/peak-shale-amid-maximum-pessimism) 07/02/2025 The article below is an excerpt from our Q1 2025 commentary. “In just 15 years, shale companies have increased U.S. oil production by about 8 million barrels of oil a day. The boom reduced the... [Read More →](https://blog.gorozen.com/blog/peak-shale-amid-maximum-pessimism) [![(Podcast) Market Outlook: Gold, Silver, Uranium — and Why We’re Bullish on Platinum](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/2025.06%20Investing%20News%20Network%20Interview%20-%20Adam%20Rozencwajg.png)](https://blog.gorozen.com/blog/podcast-market-outlook-gold-silver-uranium-and-why-we-are-bullish-on-platinum) ### [(Podcast) Market Outlook: Gold, Silver, Uranium — and Why We’re Bullish on Platinum](https://blog.gorozen.com/blog/podcast-market-outlook-gold-silver-uranium-and-why-we-are-bullish-on-platinum) 06/27/2025 In a recent interview with the Investing News Network, Adam Rozencwajg, Managing Partner at Goehring & Rozencwajg, shared his latest insights into the precious metals and energy markets, including... [Read More →](https://blog.gorozen.com/blog/podcast-market-outlook-gold-silver-uranium-and-why-we-are-bullish-on-platinum) [![Positioning for the Next Commodity Surge: Insights from Adam Rozencwajg](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/2025.06%20G%26R%20Blog%20%23437%20-%20Sprott%20Radio%20Podcast%20with%20Adam%20Rozencwajg%20%20(1).png)](https://blog.gorozen.com/blog/commodity-surge) ### [Positioning for the Next Commodity Surge: Insights from Adam Rozencwajg](https://blog.gorozen.com/blog/commodity-surge) 06/20/2025 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... [Read More →](https://blog.gorozen.com/blog/commodity-surge) [![How China, Tariffs, and Nuclear Power Are Reshaping Global Commodities](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/2025.06%20G%26R%20Blog%20%23436%20-%20Kitco%20News%20Interview%20with%20Adam%20Rozencwajg%20.png)](https://blog.gorozen.com/blog/how-china-tariffs-and-nuclear-power-are-reshaping-global-commodities) ### [How China, Tariffs, and Nuclear Power Are Reshaping Global Commodities](https://blog.gorozen.com/blog/how-china-tariffs-and-nuclear-power-are-reshaping-global-commodities) 06/13/2025 A Global Market Shake-Up: Why Rozencwajg Says Real Assets Are the FutureIs a new commodities supercycle already underway? According to Adam Rozencwajg, Managing Partner at Goehring & Rozencwajg, the... [Read More →](https://blog.gorozen.com/blog/how-china-tariffs-and-nuclear-power-are-reshaping-global-commodities) [![Has the Great Commodity Bull Market Quietly Begun?](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/2025.06%20GR%20%23435%20-%20Q1%20Commentary%20.png)](https://blog.gorozen.com/blog/has-the-great-commodity-bull-market-quietly-begun) ### [Has the Great Commodity Bull Market Quietly Begun?](https://blog.gorozen.com/blog/has-the-great-commodity-bull-market-quietly-begun) 06/04/2025 The article below is an excerpt from our Q1 2025 commentary. Has the Great Commodity Bull Market Quietly Begun? It is beginning to look that way. The signs are not yet shouted from the rooftops,... [Read More →](https://blog.gorozen.com/blog/has-the-great-commodity-bull-market-quietly-begun) [![The Hidden Revival of Platinum and Palladium](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/2025.01%20GR%20%23434%20-%20PGMs.png)](https://blog.gorozen.com/blog/the-hidden-revival-of-platinum-and-palladium) ### [The Hidden Revival of Platinum and Palladium](https://blog.gorozen.com/blog/the-hidden-revival-of-platinum-and-palladium) 05/29/2025 The article below is an excerpt from our Q1 2025 commentary. “Platinum Breaking Out on Surging Demand From China” ~Bloomberg, May 20th, 2025“BMW bets on petrol and sees rocky road to... [Read More →](https://blog.gorozen.com/blog/the-hidden-revival-of-platinum-and-palladium) [![Podcast: Supercycle Incoming? Why Commodities Could Soar](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/2025.05%20GR%20Blog%20%23433-%20VRIC%20Podcast%20(1).png)](https://blog.gorozen.com/blog/commodities-podcast-2025-vric) ### [Podcast: Supercycle Incoming? Why Commodities Could Soar](https://blog.gorozen.com/blog/commodities-podcast-2025-vric) 05/16/2025 We believe a global monetary reset is underway—with gold at the center. In our view, this shift is setting the stage for a commodity supercycle that could far surpass what most investors expect.We... [Read More →](https://blog.gorozen.com/blog/commodities-podcast-2025-vric) [All posts](https://blog.gorozen.com/blog/all) This quarter's ## Natural Resource Market Commentary [DOWNLOAD NOW](http://gorozen.com/research/commentaries) Stay informed with Natural Resource Market Insights Goehring & Rozencwajg Associates, LLC. The information provided on this website is intended to provide the investor with an introduction to Goehring & Rozencwajg Associates, LLC. Nothing on this website should be construed as a solicitation offer, or recommendation to buy or sell any security or as an offer to provide advisory services. 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