Commodities

Russia and the Uranium Fuel Cycle

Russia and the Uranium Fuel Cycle

07/21/2022
The article below is an excerpt from our Q1 2022 commentary. Uranium prices surged during Q1. Spot uranium advanced 26% from $42 to $53 per pound while the quoted term price rose 19% from $42 to $50...
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Catastrophic Agriculture Markets

Catastrophic Agriculture Markets

07/13/2022
The article below is an excerpt from our Q1 2022 commentary. “World Bank warns of ‘human catastrophe’ food crisis.” - BBC News, April 20, 2022“Farmers are seeing prices for fertilizers skyrocket....
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Top 3 Goehring & Rozencwajg Posts of 2022

Top 3 Goehring & Rozencwajg Posts of 2022

07/07/2022
While we are at the midpoint of the year, we'd like to take a moment to reflect on our writings. Below you will find our top 3 most viewed blog posts of 2022 to date.We sincerely appreciate your...
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Running Out of Spare Oil Capacity - What's Next?

Running Out of Spare Oil Capacity - What's Next?

06/30/2022
The article below is an excerpt from our Q1 2022 commentary. Between 2010 and 2020 the world grew accustomed to cheap, abundant conventional energy. Global energy markets were so well supplied for so...
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Inflation and Magazine Covers (Part III)

Inflation and Magazine Covers (Part III)

06/22/2022
The article below is an excerpt from our Q1 2022 commentary. On April 20th, 2019, Bloomberg/BusinessWeek magazine published an issue entitled “Is Inflation Dead?” with a dead dinosaur prominently...
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The Commodity Bull Market Has Only Just Begun

The Commodity Bull Market Has Only Just Begun

06/16/2022
The article below is an excerpt from our Q1 2022 commentary. One of the most frequent questions we get asked regarding this commodity bull market is: “Have I missed it? Is it too late to make an...
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1Q 2022 Highlights by Goehring & Rozencwajg

1Q 2022 Highlights by Goehring & Rozencwajg

06/09/2022
Charts of the Quarter Top Chart: Not only is the commodity bull market not over, it has hardly begun. This chart shows the returns of the Goldman Sachs commodity index versus the level of the US...
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[Podcast] The Dark Side of Renewable Energy ft. Adam Rozencwajg

[Podcast] The Dark Side of Renewable Energy ft. Adam Rozencwajg

05/13/2022
Adam Rozencwajg, CFA, Managing Partner at Goehring & Rozencwajg, joined the "Top Traders Unplugged" podcast as part of their Global Macro series. In this episode, The Dark Side of Renewable Energy,...
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The Global Natural Gas Crisis is coming to North America

The Global Natural Gas Crisis is coming to North America

04/21/2022
A sudden and unexpected event is about to take place: the global natural gas crisis, now gripping large swaths of the world, is about to engulf North America as well.Asian and European natural gas...
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"Full-blown Energy Crisis" Started Long Before Russia/Ukraine War

04/13/2022
Tensions between Russia and Ukraine have thrown oil and gas prices into focus, but an energy crisis has been brewing for much longer than the war has been going on.In an interview with Investing News...
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