G&R Blog

Recently, Leigh Goehring presented at the Citywire World of Boutiques virtual event. The title of his webinar was: On the Cusp of a New Commodity Cycle. In the presentation, one of the concepts he...

“Over the past decade, there has been a chronic bias in the IEA estimates for non-OECD demand, and we believe this time is no different. Our models suggest that emerging market oil demand has held up...

“Even adjusting the Fed’s balance sheet for excess reserves (a debate in and of itself), we believe today’s balance sheet justifies a gold price in excess of $15,000 per ounce on the low side or...

As proof we live in interesting times, just consider the gold-oil ratio over the last few months. Because of the impact of COVID-19 on the global economy, the gold-oil ratio has reached the highest...

We may be near the end of the twelve-year bear market in natural gas. Although we have mostly stayed away from natural gas stocks over the last several years, we continue to follow the market...

The Managing Partners here at Goehring & Rozencwajg have historically been relied on to provide perspective on an array of natural resource-related topics. For your reading interest, below is a list...

During a recent client call, this question on inflation was posed to G&R Managing Partner Adam Rozencwajg, CFA: “Over the past 40 or so years, we've been in a period of declining real interest rates....

Goehring & Rozencwajg (G&R) managing partner Adam Rozencwajg believes oil prices could rise to $80/barrel and higher this year and that natural resource equity investments are radically undervalued....

Leigh Goehring and Adam Rozencwajg were recently featured on Grant’s Current Yield Podcast, where they spoke with Grant’s Interest Rate Observer founder Jim Grant and Deputy Editor Evan Lorenz. Image...

Goehring & Rozencwajg managing partner Adam Rozencwajg is constantly on the hunt for commodity sectors that are radically undervalued. This usually involves companies that have little-to-no...