The article below is an excerpt from our Q1 2023 commentary.The most crucial development in global oil markets is depletion in the Permian basin. We first warned about this in 2018, predicting the..
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..
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..
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..