Coal

Natural Resources Market Commentary - Q3 2024

Natural Resources Market Commentary - Q3 2024

01/09/2025
Q3 2024 natural resources saw volatility: Natural gas inventories fell, oil faced a contrarian opportunity, coal stocks rebounded, precious metals surged, uranium saw supply concerns &...
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Podcast: The Energetic Problem with the Energy Transition

Podcast: The Energetic Problem with the Energy Transition

03/27/2023
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...
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Natural Resources Market Commentary

Natural Resources Market Commentary

03/24/2023
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...
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