--- title: G&R Blog | Contrarian (8) description: Contrarian | Stay informed with natural resources market insights from Goehring & Rozencwajg Associates. (8) --- [![GoRozen logo](https://blog.gorozen.com/hs-fs/hubfs/Gorozen_July2023/images/629a25c15755c930be0d624f_GoRozen-logo-horizontal-web.png?width=444&height=79&name=629a25c15755c930be0d624f_GoRozen-logo-horizontal-web.png "GoRozen logo")](https://www.gorozen.com/) - FIRM - [HOME](https://www.gorozen.com/) - [ABOUT](https://www.gorozen.com/about) - [TEAM](https://www.gorozen.com/team) - CONTENT - [COMMENTARIES](https://www.gorozen.com/commentaries) - [BLOG](https://blog.gorozen.com/blog) - [PODCASTS](https://www.gorozen.com/podcasts) - HOW TO INVEST - [MUTUAL FUND](https://www.gorozen.com/gr-funds) - [CONFERENCE](https://conference.gorozen.com/) - [CONTACT](https://www.gorozen.com/contact) [access latest research](https://www.gorozen.com/commentaries) # G&R Blog ## Contrarian [![What Can GAAP Accounting Teach Us About the Energy Transition?](https://blog.gorozen.com/hubfs/Blog/2024%20Blogs/2024.08%20G%26R%20Blog%20%23410%20-%20What%20Can%20GAAP%20Accounting%20Teach%20Us%20About%20the%20Energy%20Transition.png)](https://blog.gorozen.com/blog/energy-transition) ### [What Can GAAP Accounting Teach Us About the Energy Transition?](https://blog.gorozen.com/blog/energy-transition) 08/15/2024 Prefer to listen to this article? Please click the play button above. The article below is an excerpt from our Q1 2024 commentary. In the wake of the 1929 stock market crash and the Great... [Read More →](https://blog.gorozen.com/blog/energy-transition) [![That Took Awhile - Somebody Finally Recognizes the Dangers of the IEA](https://blog.gorozen.com/hubfs/Blog/2024%20Blogs/2024.08%20G%26R%20Blog%20%23409%20-%20Somebody%20Finally%20Recognizes%20the%20Dangers%20of%20the%20IEA.png)](https://blog.gorozen.com/blog/iea-dangers) ### [That Took Awhile - Somebody Finally Recognizes the Dangers of the IEA](https://blog.gorozen.com/blog/iea-dangers) 08/08/2024 Prefer to listen to this article? Please click the play button above. The article below is an excerpt from our Q1 2024 commentary. The following is an excerpt from an open letter written by John... [Read More →](https://blog.gorozen.com/blog/iea-dangers) [![Remembering the Massive Crude Bull Markets of the 1970s and 2000s](https://blog.gorozen.com/hubfs/Blog/2024%20Blogs/2024.07%20G%26R%20Blog%20%23408%20-%20Remembering%20the%20Massive%20Crude%20Bull%20Markets%20of%20the%201970s%20and%202000s.png)](https://blog.gorozen.com/blog/crude-bull-markets) ### [Remembering the Massive Crude Bull Markets of the 1970s and 2000s](https://blog.gorozen.com/blog/crude-bull-markets) 08/01/2024 Prefer to listen to this article? Please click the play button above. The article below is an excerpt from our Q1 2024 commentary. WTI Crude Oil1/1/1970: $3.182/15/1981: $34.301/1/2000: $25.55... [Read More →](https://blog.gorozen.com/blog/crude-bull-markets) [![\[Interview\] Leigh Goehring On The Present State of The Energy Markets](https://blog.gorozen.com/hubfs/Blog/2024%20Blogs/2024.07%20G%26R%20Blog%20%23407%20-%20Leigh%20interview%20.png)](https://blog.gorozen.com/blog/leigh-goehring-energy-markets-july-2024) ### [\[Interview\] Leigh Goehring On The Present State of The Energy Markets](https://blog.gorozen.com/blog/leigh-goehring-energy-markets-july-2024) 07/26/2024 Exciting developments are unfolding in the global oil and North American natural gas markets, presenting a unique opportunity for investors willing to take a contrarian approach. We believe there is... [Read More →](https://blog.gorozen.com/blog/leigh-goehring-energy-markets-july-2024) [![\[Interview\] Monetary System Revolution on The Horizon with Adam Rozencwajg and WTFinance](https://blog.gorozen.com/hubfs/Blog/2024%20Blogs/2024.07%20GR%20Blog%20%23405-%20WTFinance%20Podcast%20(1).png)](https://blog.gorozen.com/blog/monetary-system-revolution-on-the-horizon) ### [\[Interview\] Monetary System Revolution on The Horizon with Adam Rozencwajg and WTFinance](https://blog.gorozen.com/blog/monetary-system-revolution-on-the-horizon) 07/18/2024 Adam Rozencwajg teamed up with WTFinance podcast host Anthony Fatseas to delve into the looming Monetary System Revolution. In this intriguing episode of the WTFinance podcast, the discussion... [Read More →](https://blog.gorozen.com/blog/monetary-system-revolution-on-the-horizon) [![On LNG, AI, and Shale Supply – We Believe the Turn in North American Natural Gas is Here](https://blog.gorozen.com/hubfs/Blog/2024%20Blogs/2024.07%20G%26R%20Blog%20%23406.png)](https://blog.gorozen.com/blog/north-american-natural-gas) ### [On LNG, AI, and Shale Supply – We Believe the Turn in North American Natural Gas is Here](https://blog.gorozen.com/blog/north-american-natural-gas) 07/10/2024 Prefer to listen to this article? Please click the play button above. The article below is an excerpt from our Q1 2024 commentary. We believe the North American natural gas market has reached a... [Read More →](https://blog.gorozen.com/blog/north-american-natural-gas) [![\[Interview\] Commodities and Geo-Political Risks with Rozencwajg and Yra Harris](https://blog.gorozen.com/hubfs/Blog/2024%20Blogs/2024.04%20GR%20Blog%20%23404-Financial%20Repression%20Authority%20-%20Twitter%20(3)-1.png)](https://blog.gorozen.com/blog/commodities-geo-political-risks) ### [\[Interview\] Commodities and Geo-Political Risks with Rozencwajg and Yra Harris](https://blog.gorozen.com/blog/commodities-geo-political-risks) 06/27/2024 Adam Rozencwajg and Yra Harris joined the Financial Repression Authority to discuss Commodities and Geo-Political Risks. They offer valuable perspectives on the overall economy and financial... [Read More →](https://blog.gorozen.com/blog/commodities-geo-political-risks) [![\[Interview\] Gold's Bull Run: Just Getting Started?](https://blog.gorozen.com/hubfs/Blog/2024%20Blogs/2024.06%20KITCO%20News%20Interview%20-%20Adam%20Rozencwajg%20-%20Golds%20Bull%20Run.png)](https://blog.gorozen.com/blog/kitco-rozencwajg-interview-gold) ### [\[Interview\] Gold's Bull Run: Just Getting Started?](https://blog.gorozen.com/blog/kitco-rozencwajg-interview-gold) 06/20/2024 During his interview with Jeremy Szafron of KITCO News, Adam Rozencwajg, Managing Partner at Goehring & Rozencwajg, delves deep into the intricate dynamics of the precious metals market. By focusing... [Read More →](https://blog.gorozen.com/blog/kitco-rozencwajg-interview-gold) [![\[Interview\] Commodities Have 'Never, Ever' Been More Undervalued Than Today](https://blog.gorozen.com/hubfs/Blog/2024%20Blogs/2024.05%20G%26R%20Blog%20%23402-%20Commodity%20Culture%20interview%20with%20Leigh%20Goehring.png)](https://blog.gorozen.com/blog/leigh-goehring-commodities) ### [\[Interview\] Commodities Have 'Never, Ever' Been More Undervalued Than Today](https://blog.gorozen.com/blog/leigh-goehring-commodities) 05/29/2024 Leigh Goehring, Managing Partner at G&R and a seasoned investor in natural resources, recently shared his wealth of experience on the Commodity Culture podcast. His message is clear: the time to dive... [Read More →](https://blog.gorozen.com/blog/leigh-goehring-commodities) [![\[Podcast\] MacroVoices - AI Demand, Energy & Precious Metals](https://blog.gorozen.com/hubfs/Blog/2024%20Blogs/2024.05%20GR%20Blog%20%23401-%20MacroVoices%20-%20LinkedIn.png)](https://blog.gorozen.com/blog/macrovoices-podcast-ai-demand-energy-precious-metals) ### [\[Podcast\] MacroVoices - AI Demand, Energy & Precious Metals](https://blog.gorozen.com/blog/macrovoices-podcast-ai-demand-energy-precious-metals) 05/22/2024 Adam Rozencwajg, Managing Partner at G&R, recently joined the MacroVoices podcast, hosted by Erik Townsend and Patrick Ceresna, to provide insightful updates on the energy markets, precious metals... [Read More →](https://blog.gorozen.com/blog/macrovoices-podcast-ai-demand-energy-precious-metals) [All posts](https://blog.gorozen.com/blog/all) This quarter's ## Natural Resource Market Commentary [DOWNLOAD NOW](http://gorozen.com/research/commentaries) Stay informed with Natural Resource Market Insights Goehring & Rozencwajg Associates, LLC. The information provided on this website is intended to provide the investor with an introduction to Goehring & Rozencwajg Associates, LLC. Nothing on this website should be construed as a solicitation offer, or recommendation to buy or sell any security or as an offer to provide advisory services. Information on this website is intended only for United States citizens and residents. Nothing contained on this website constitutes investment, legal, tax, or other advice nor should be relied upon in making an investment or other decision. 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