Commodities

What Can GAAP Accounting Teach Us About the Energy Transition?

What Can GAAP Accounting Teach Us About the Energy Transition?

08/15/2024
Prefer to listen to this article? Please click the play button above. The article below is an excerpt from our Q1 2024 commentary. In the wake of the 1929 stock market crash and the Great...
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That Took Awhile - Somebody Finally Recognizes the Dangers of the IEA

That Took Awhile - Somebody Finally Recognizes the Dangers of the IEA

08/08/2024
Prefer to listen to this article? Please click the play button above. The article below is an excerpt from our Q1 2024 commentary. The following is an excerpt from an open letter written by John...
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Remembering the Massive Crude Bull Markets of the 1970s and 2000s

Remembering the Massive Crude Bull Markets of the 1970s and 2000s

08/01/2024
Prefer to listen to this article? Please click the play button above. The article below is an excerpt from our Q1 2024 commentary. WTI Crude Oil1/1/1970: $3.182/15/1981: $34.301/1/2000: $25.55...
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[Interview] Leigh Goehring On The Present State of The Energy Markets

[Interview] Leigh Goehring On The Present State of The Energy Markets

07/26/2024
Exciting developments are unfolding in the global oil and North American natural gas markets, presenting a unique opportunity for investors willing to take a contrarian approach. We believe there is...
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[Interview] Monetary System Revolution on The Horizon with Adam Rozencwajg and WTFinance

[Interview] Monetary System Revolution on The Horizon with Adam Rozencwajg and WTFinance

07/18/2024
Adam Rozencwajg teamed up with WTFinance podcast host Anthony Fatseas to delve into the looming Monetary System Revolution. In this intriguing episode of the WTFinance podcast, the discussion...
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On LNG, AI, and Shale Supply – We Believe the Turn in North American Natural Gas is Here

On LNG, AI, and Shale Supply – We Believe the Turn in North American Natural Gas is Here

07/10/2024
Prefer to listen to this article? Please click the play button above. The article below is an excerpt from our Q1 2024 commentary. We believe the North American natural gas market has reached a...
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[Interview] Commodities and Geo-Political Risks with Rozencwajg and Yra Harris

[Interview] Commodities and Geo-Political Risks with Rozencwajg and Yra Harris

06/27/2024
Adam Rozencwajg and Yra Harris joined the Financial Repression Authority to discuss Commodities and Geo-Political Risks. They offer valuable perspectives on the overall economy and financial...
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[Interview] Gold's Bull Run: Just Getting Started?

[Interview] Gold's Bull Run: Just Getting Started?

06/20/2024
During his interview with Jeremy Szafron of KITCO News, Adam Rozencwajg, Managing Partner at Goehring & Rozencwajg, delves deep into the intricate dynamics of the precious metals market. By focusing...
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[Interview] Commodities Have 'Never, Ever' Been More Undervalued Than Today

[Interview] Commodities Have 'Never, Ever' Been More Undervalued Than Today

05/29/2024
Leigh Goehring, Managing Partner at G&R and a seasoned investor in natural resources, recently shared his wealth of experience on the Commodity Culture podcast. His message is clear: the time to dive...
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[Podcast] MacroVoices - AI Demand, Energy & Precious Metals

[Podcast] MacroVoices - AI Demand, Energy & Precious Metals

05/22/2024
Adam Rozencwajg, Managing Partner at G&R, recently joined the MacroVoices podcast, hosted by Erik Townsend and Patrick Ceresna, to provide insightful updates on the energy markets, precious metals...
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