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...
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...
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...
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...
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...
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...
Several state treasurers have withdrawn billions of dollars worth of investment assets from managers over ESG concerns in recent months. The treasurers felt that firms like BlackRock were too focused...
Managing Partner Adam Rozencwajg, CFA was recently interviewed on TD Ameritrade Network. During this 6-minute conversation, Adam touched based on: Why investors need to watch oil prices - (2023 is...
Over the past 30 months, energy prices went from an all-time record low (negative oil prices) to all-time record highs as strong demand and disappointing supply were complicated by the war in Ukraine.
The article below is an excerpt from our Q3 2022 commentary.Inflation continued to surprise to the upside in Q3. Aggressive central bank tightening and ongoing worries over China’s “COVID-zero”...