Commodities

[New Video] The Rally in Gold is Just Getting Started

[New Video] The Rally in Gold is Just Getting Started

08/07/2019
Gold prices recently rose to more than $1,400 per ounce. Is this a fluke or could prices actually rally to over $10,000? In this ten-minute video, our very own Leigh Goehring discusses the factors...
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[PODCAST] A Comprehensive Look at Energy Markets with Leigh Goehring

[PODCAST] A Comprehensive Look at Energy Markets with Leigh Goehring

08/01/2019
On July 23rd, Leigh Goehring was a guest on theInvest with James Westpodcast series hosted by James West, Senior Managing Director & Partner at Evercore ISI.
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Market Insights Recap: Top 3 Posts of 2019

Market Insights Recap: Top 3 Posts of 2019

07/02/2019
We sincerely appreciate your continued interest and support of our market insights. Below we recap our 3 most popular blog posts of the first half of 2019.
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Precious Metals: The Impact of Inflation

Precious Metals: The Impact of Inflation

06/27/2019
As our readers know, we believe a huge bull market in precious metals sits directly in front of us. For proof, we look no further than the April 22, 2019 Bloomberg Businessweek cover. Nearly 40 years...
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Analyzing the DeGolyer & MacNaughton Audit of Saudi Crude Oil Reserves

Analyzing the DeGolyer & MacNaughton Audit of Saudi Crude Oil Reserves

06/21/2019
“Headlines all strongly suggested DeGolyer & MacNaughton independently verified 260 bn bbl of Saudi Arabian oil reserves, in truth they only verified 162 bn (or 60%) of that amount.” Picking up...
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What Saudi Aramco’s Bond Offering Says About the Ghawar Oil Field

What Saudi Aramco’s Bond Offering Says About the Ghawar Oil Field

06/13/2019
“Ghawar will not be able to increase production from here, making its 3.8 m b/d ‘maximum sustained capacity’ figure highly suspect.” Major depletion issues are now emerging in the OPEC world,...
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Conventional Non-OPEC Oil Production Continues to Decline

Conventional Non-OPEC Oil Production Continues to Decline

06/11/2019
“According to the IEA, non-OPEC production outside of the U.S. and Russia peaked in June 2018 at 32.8 mm b/d and has since declined by 800,000 b/d.”
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Despite Headlines, Global Oil Demand Remains Robust

Despite Headlines, Global Oil Demand Remains Robust

05/30/2019
Despite 2019’s rally in oil prices, investors remain bearish towards oil-related equities. While Brent and WTI prices rallied between 25 and 30% from their Christmas Eve-lows, oil-related stocks...
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Exploring Why E&P Stocks are on Sale

Exploring Why E&P Stocks are on Sale

05/28/2019
In a recent blog, we wrote about Commodities Undervalued vs Broad Market, the value of commodities and natural resource-related equities relative to financial assets has grown more and more depressed...
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Commodity and Natural Resource Equities Undervalued Versus Broad Market

Commodity and Natural Resource Equities Undervalued Versus Broad Market

05/15/2019
As mentioned last week in our blog, Investors Bearish but Demand Has Never Been Stronger, we believe we are entering a prolonged period of strong commodity demand, yet the value of commodities...
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