[Podcast] The Impacts of Rising Interest Rates on Commodities

05/25/2023

What are the impacts of rising interest rates on commodities? Where are rates headed? What does it mean for prices, traders, producers, investment and the energy transition? HC Insider Podcast hosts..

Will 2023 Bring a Grain Market Black Swan?

05/18/2023

The article below is an excerpt from our Q4 2022 commentary.

“Egg prices soar due to deadly bird flu outbreak.” ~Times Union 1/18/2023

 

When commodity markets fall into structural deficit, prices..

Copper Demand Soars: Is a Price Surge Coming?

05/12/2023

The article below is an excerpt from our Q4 2022 commentary.

Codelco Production Slump Shows Copper’s ‘Tremendous Challenge’~Bloomberg 1/24/2023

 

Copper demand remains strong. According to the..

Nuclear Fusion? Not so Fast

05/05/2023

The article below is an excerpt from our Q4 2022 commentary.On December 13th, 2022, the U.S. Department of Energy (DOE) announced a nuclear fusion breakthrough. For the first time in history,..

The Price Tag on Renewable Subsidies: The Inflation Reduction Act’s Mal-Investment of Trillions

04/28/2023

The article below is an excerpt from our Q4 2022 commentary.Analysts constantly state that renewable energy competes favorably against natural gas and coal-fired electricity generation on an..

Base Metals: A Decade of Shortages Ahead

04/21/2023

The article below is an excerpt from our Q4 2022 commentary.“The Decade of Shortages” was the unofficial theme for our investor day, held on November 3rd, 2022. Our audience heard presentations from..

[Podcast] MacroVoices: A discussion around Energy, Gold, Copper and Uranium

04/14/2023

Adam Rozencwajg, CFA, Managing Partner at Goehring & Rozencwajg, recently joined MacroVoices host Erik Townsend to discuss the energy, gold, copper, and uranium markets.  This recent discussion..

Weather Presents a Natural Gas Buying Opportunity

04/05/2023

The article below is an excerpt from our Q4 2022 commentary.Our Q1 2022 letter explained why North American natural gas prices would surge. After making a 25-year low of $1.48 per mmcf in June 2020,..

Why Oil Markets Will Outperform Expectations in 2023 

03/31/2023

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..

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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