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..
"We think that gold has entered into a new phase of this bull market," said Adam Rozencwajg of Goehring & Rozencwajg (G&R).G&R has been bullish on gold for quite some time, but we have been mostly..
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..
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.
“Egg prices soar due to deadly bird flu outbreak.” ~Times Union 1/18/2023
When commodity markets fall into structural deficit, prices..
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..
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,..
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..
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..