Commodities

[Podcast] Financial Sense: Adam Rozencwajg on the Post-Invasion Outlook for Energy and Commodities

[Podcast] Financial Sense: Adam Rozencwajg on the Post-Invasion Outlook for Energy and Commodities

04/05/2022
Massive price spikes are occurring in a number of critical commodities after Russia's invasion of Ukraine.In this Financial Sense Newshour Podcast (recorded March 8, 2022), Adam Rozencwajg shares an...
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Ongoing Shortages for Global Natural Gas

Ongoing Shortages for Global Natural Gas

03/31/2022
The article below is an excerpt from our Q4 2021 commentary. Without US liquefied natural gas (LNG), Europe may well have frozen literally to death this winter. We believe what is happening with...
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The Oil Crisis is Unfolding in Slow Motion

The Oil Crisis is Unfolding in Slow Motion

03/24/2022
The article below is an excerpt from our Q4 2021 commentary. “The world has already passed ‘peak oil’ demand, according to Carbon Brief analysis of the latest energy outlook from oil major BP.” ...
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Natural Resources: Inflation, Capital Cycles and ESG Distortions

Natural Resources: Inflation, Capital Cycles and ESG Distortions

02/14/2022
Inflation is now running at 40-year highs. Natural resource stocks were top performers in 2021 and their leadership has continued into 2022.Could the 40-year bull market in bonds be coming to an end?
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Is Inflation Necessary for a Natural Resource Bull Market?

Is Inflation Necessary for a Natural Resource Bull Market?

02/03/2022
The US CPI grew at 7.1% in the fourth quarter of 2021 signaling the highest inflation in 40 years. Nearly three years ago, Bloomberg Businessweek proclaimed the “Death of Inflation” on its cover –...
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The Incredible Shrinking Oil Majors – Part II

The Incredible Shrinking Oil Majors – Part II

01/21/2022
“Chevron Girds for Activist Challenge After Exxon’s Proxy Battle Defeat” Wall Street Journal, September 3, 2021“Exxon Debates Abandoning Some of Its Biggest Oil and Gas Projects” Wall Street Journal,...
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Dispatch from the Road: Changes in Saudi Arabia

Dispatch from the Road: Changes in Saudi Arabia

01/14/2022
We are currently in Riyadh, Saudi Arabia attending the inaugural Future Minerals Forum. This is our first dedicated research trip since COVID-19 and it has not disappointed. While most investors...
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The Energy Crisis is Here - What's Coming Next?

The Energy Crisis is Here - What's Coming Next?

01/06/2022
“Europe’s Energy Crunch Sparks Panic in Asia and Dash to Buy Fuel” Bloomberg, September 16, 2021“Europe’s Energy Crisis Is Coming for the Rest of the World, Too” Bloomberg, September 27, 2021...
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Top Three Blog Posts of 2021

Top Three Blog Posts of 2021

12/28/2021
Over the past 18 months energy prices went from an all time record low (negative oil prices) to an all time record high ($40 per mmbtu European natural gas). The energy crisis we had predicted is now...
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Tightness in Grain Markets

Tightness in Grain Markets

12/10/2021
“Food Supply Chains Are Buckling as World Runs Short of Workers” Bloomberg, September 2, 2021“Ruined Brazil Harvest Sparks Food Inflation Everywhere” Bloomberg, September 28, 2021 First appeared in...
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