Commodities

Hubbert's Peak is Finally Here

Hubbert's Peak is Finally Here

06/15/2023
The article below is an excerpt from our Q1 2023 commentary.Conventional oil production has now unequivocally rolled over. Unconventional production, the only source of growth in global oil supply...
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Podcast: What's Coming for the Oil, Gas, Gold & Metal Markets in 2023

Podcast: What's Coming for the Oil, Gas, Gold & Metal Markets in 2023

06/08/2023
Curious about the state of natural resources in today's market?Then this podcast episode is for you.Adam Rozencwajg, CFA, Managing Partner of Goehring & Rozencwajg, recently joined the Top Traders...
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[Podcast] The Impacts of Rising Interest Rates on Commodities

[Podcast] The Impacts of Rising Interest Rates on Commodities

05/25/2023
What are the impacts of rising interest rates on commodities? Where are rates headed? What does it mean for prices, traders, producers, investment and the energy transition? HC Insider Podcast hosts...
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Will 2023 Bring a Grain Market Black Swan?

Will 2023 Bring a Grain Market Black Swan?

05/18/2023
The article below is an excerpt from our Q4 2022 commentary. “Egg prices soar due to deadly bird flu outbreak.” ~Times Union 1/18/2023 When commodity markets fall into structural deficit, prices...
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Copper Demand Soars: Is a Price Surge Coming?

Copper Demand Soars: Is a Price Surge Coming?

05/12/2023
The article below is an excerpt from our Q4 2022 commentary. “Codelco Production Slump Shows Copper’s ‘Tremendous Challenge’” ~Bloomberg 1/24/2023 Copper demand remains strong. According to the...
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Nuclear Fusion? Not so Fast

Nuclear Fusion? Not so Fast

05/05/2023
The article below is an excerpt from our Q4 2022 commentary.On December 13th, 2022, the U.S. Department of Energy (DOE) announced a nuclear fusion breakthrough. For the first time in history,...
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The Price Tag on Renewable Subsidies: The Inflation Reduction Act’s Mal-Investment of Trillions

The Price Tag on Renewable Subsidies: The Inflation Reduction Act’s Mal-Investment of Trillions

04/28/2023
The article below is an excerpt from our Q4 2022 commentary.Analysts constantly state that renewable energy competes favorably against natural gas and coal-fired electricity generation on an...
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Base Metals: A Decade of Shortages Ahead

Base Metals: A Decade of Shortages Ahead

04/21/2023
The article below is an excerpt from our Q4 2022 commentary.“The Decade of Shortages” was the unofficial theme for our investor day, held on November 3rd, 2022. Our audience heard presentations from...
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[Podcast] MacroVoices: A discussion around Energy, Gold, Copper and Uranium

[Podcast] MacroVoices: A discussion around Energy, Gold, Copper and Uranium

04/14/2023
Adam Rozencwajg, CFA, Managing Partner at Goehring & Rozencwajg, recently joined MacroVoices host Erik Townsend to discuss the energy, gold, copper, and uranium markets. This recent discussion...
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Weather Presents a Natural Gas Buying Opportunity

Weather Presents a Natural Gas Buying Opportunity

04/05/2023
The article below is an excerpt from our Q4 2022 commentary.Our Q1 2022 letter explained why North American natural gas prices would surge. After making a 25-year low of $1.48 per mmcf in June 2020,...
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