Between October 2006 and June 2007, uranium spot prices rose from approximately $60 to over $130 per pound. This was at least partially a result of the 2006 flooding of the Cigar Lake Mine in...
Although natural gas demand remains extremely strong, supply continues to surge. Image Source: https://oklahomaminerals.com/natural-gas-storage-underground-overlooked-and-under-appreciated/ Low...
Global grain markets continue to be on a knife’s edge. Because of extremely strong grain demand, any drop in record global grain yields will have huge impacts on global grain inventories, which are...
Copper equities have pulled back significantly in the last six months and we believe that many offer excellent risk-reward characteristics.
We believe gold today is undervalued and that a huge gold bull market could lie in front of us.
For the third consecutive year, the only source of non-OPEC supply growth has come from the US shales. This trend will likely continue, although we believe shale production growth will likely slow.
“In the second half of this decade total capital expenditures by the large oil and gas groups is projected to fall almost fifty percent to $443.5 bn from $875.1 bn according to Rystad Energy...” ...
Many people don’t realize how far oil prices have climbed over the last two years. The price of West Texas Intermediate (WTI) crude oil has climbed from about $45 in September of 2016 to...
Here at Goehring & Rozencwajg, we are value investors. We think the best time to find value is when investor sentiment is bearish, price is depressed, equities are cheap, and our fundamental analysis...
US grain markets have found themselves front and center in the rapidly escalating trade war with China. Since the Trump administration announced two rounds of tariff increases on Chinese goods, the...