Commodities

Why Oil Markets Will Outperform Expectations in 2023 

Why Oil Markets Will Outperform Expectations in 2023 

03/31/2023
The article below is an excerpt from our Q4 2022 commentary.We believe investors are being far too complacent about oil markets.After making a 14-year high of $130 per barrel in March, prices have...
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Podcast: The Energetic Problem with the Energy Transition

Podcast: The Energetic Problem with the Energy Transition

03/27/2023
Managing Partner Adam Rozencwajg, CFA, was recently interviewed by Paul Chapman of HC Insider Podcast - Conversations in Commodities.During their conversation, they discuss how decarbonization is...
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Natural Resources Market Commentary

Natural Resources Market Commentary

03/24/2023
The article below is an excerpt from our Q4 2022 commentary.Commodity prices rebounded in Q4. Natural resource-related equities were firm.Investors came back into commodity-related markets, hoping...
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The Incredible Shrinking Super-Majors Part IV: What the Stock Market thinks of ESG 

The Incredible Shrinking Super-Majors Part IV: What the Stock Market thinks of ESG 

03/15/2023
The article below is an excerpt from our Q4 2022 commentary. “BP’s CEO Plays Down Renewables Push and Returns Lag” “Mr. Looney [(BP’s CEO)] has said he is disappointed in the returns from some of the...
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The End of Abundant Energy: Shale Production and Hubbert's Peak 

The End of Abundant Energy: Shale Production and Hubbert's Peak 

03/09/2023
The article below is an excerpt from our Q4 2022 commentary.Crude oil fundamentals are very tight and risk getting considerably tighter. Investors continue to starve energy companies of much-needed...
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Top 3 Blog Posts of 2022 from Natural Resource Investors

Top 3 Blog Posts of 2022 from Natural Resource Investors

01/05/2023
Over the past 30 months, energy prices went from an all-time record low (negative oil prices) to all-time record highs as strong demand and disappointing supply were complicated by the war in Ukraine.
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Market Recap - Q3 2022

Market Recap - Q3 2022

12/20/2022
The article below is an excerpt from our Q3 2022 commentary.Inflation continued to surprise to the upside in Q3. Aggressive central bank tightening and ongoing worries over China’s “COVID-zero”...
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Why Won't Energy Companies Drill?

Why Won't Energy Companies Drill?

12/07/2022
The article below is an excerpt from our Q3 2022 commentary.The most pressing question facing oil markets is why US shale drilling remains so muted despite high prices. A simple question whose answer...
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[REPLAY] 2022 Investor Day - The Coming Decade of Shortages

[REPLAY] 2022 Investor Day - The Coming Decade of Shortages

11/18/2022
Goehring & Rozencwajg hosted afascinating one-day live eventto discusshow to prepare for the coming decade of shortages in everything from energy to materials and agriculture,on Thursday,...
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[PODCAST] Out with the FED Put & In with the OIL Put ft. Adam Rozencwajg

[PODCAST] Out with the FED Put & In with the OIL Put ft. Adam Rozencwajg

11/09/2022
“I do think that things have really fundamentally changed here, and I think the next number of years will be a little bit different. I think we have to let the dust settle to really understand the...
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