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”...
The article below is an excerpt from our Q3 2022 commentary.The most pressing question facing oil markets is why US shale drilling remains so muted despite high prices. A simple question whose answer...
![[REPLAY] 2022 Investor Day - The Coming Decade of Shortages](https://blog.gorozen.com/hubfs/Calls,%20Webinars%20and%20Investor%20Day/2022.11%20Investor%20Day%202022/2022.11%20Investor%20Day%202022%20-%20Access%20Replay.png)
Goehring & Rozencwajg hosted afascinating one-day live eventto discusshow to prepare for the coming decade of shortages in everything from energy to materials and agriculture,on Thursday,...
![[PODCAST] Out with the FED Put & In with the OIL Put ft. Adam Rozencwajg](https://blog.gorozen.com/hubfs/Blog/2022.11%20GR%20Blog%20%23335%20-%20Podcast%20%20-%20LinkedIn.png)
“I do think that things have really fundamentally changed here, and I think the next number of years will be a little bit different. I think we have to let the dust settle to really understand the...
The article below is an excerpt from our Q2 2022 commentary.Ever since silver staged a furious catch-up rally back in the summer of 2020 -- something that has always signaled a long corrective phase...
The article below is an excerpt from our Q2 2022 commentary. "The Kingdom has announced an increase in its production capacity level to 13 million bpd, after which the Kingdom will not have any...
The article below is an excerpt from our Q2 2022 commentary.Our Q4 2021 commentary was entitled “The Distortions of Cheap Energy.” In our lead essay, we explained how extremely low energy prices...
The article below is an excerpt from our Q2 2022 commentary.The global natural gas crisis has entered its most dangerous phase yet. We just returned from the UK, Switzerland, and Germany and the mood...
![[Podcast] The Real Reason Behind the Current Energy Crisis ft. Adam Rozencwajg](https://blog.gorozen.com/hubfs/Blog/2022.09%20GR%20Blog%20%23331%20-%20Podcast%20Top%20Traders%20Unplugged%20-%20LinkedIn.png)
“We have an energy crisis, we don’t have enough energy today. And yet people are saying that the answer is that we have to get away from oil and gas and invest more in renewables. It will only make...