The article below is an excerpt from our Q2 2022 commentary.Our Q4 2021 commentary was entitled “The Distortions of Cheap Energy.” In our lead essay, we explained how extremely low energy prices...
![[Podcast] The Real Reason Behind the Current Energy Crisis ft. Adam Rozencwajg](https://blog.gorozen.com/hubfs/Blog/2022.09%20GR%20Blog%20%23331%20-%20Podcast%20Top%20Traders%20Unplugged%20-%20LinkedIn.png)
“We have an energy crisis, we don’t have enough energy today. And yet people are saying that the answer is that we have to get away from oil and gas and invest more in renewables. It will only make...
The article below is an excerpt from our Q2 2022 commentary. The pendulum continued to swing in favor of nuclear power during Q2. The Russian invasion of Ukraine has put national energy security...
![[Podcast] MacroVoices: Understanding the Global Energy Crisis ft. Adam Rozencwajg](https://blog.gorozen.com/hubfs/Blog/2022.08%20GR%20Blog%20%23325%20-%20MacroVoices%20-%20LinkedIn.png)
Adam Rozencwajg, CFA, Managing Partner at Goehring & Rozencwajg, joined MacroVoices hosts Erik Townsend and Patrick Ceresna to discuss how the world has entered the early stages of a global energy...
Goehring & Rozencwajg are pleased to invite all Institutional Investors, Advisors and friends of the firm to 2022 Investor Day on Thursday, November 3, in New York City.
"A reader lives a thousand lives before he dies."~George R. R. Martin Summer is a time to relax, reflect and if you are like us, continue to do more reading. As Natural Resource Investors, our...
The article below is an excerpt from our Q1 2022 commentary. On April 20th, 2019, Bloomberg/BusinessWeek magazine published an issue entitled “Is Inflation Dead?” with a dead dinosaur prominently...
The article below is an excerpt from our Q1 2022 commentary. One of the most frequent questions we get asked regarding this commodity bull market is: “Have I missed it? Is it too late to make an...
Charts of the Quarter Top Chart: Not only is the commodity bull market not over, it has hardly begun. This chart shows the returns of the Goldman Sachs commodity index versus the level of the US...
![[Podcast] The Dark Side of Renewable Energy ft. Adam Rozencwajg](https://blog.gorozen.com/hubfs/Blog/2022.05%20GR%20Blog%20%23315%20-%20LinkedIn.png)
Adam Rozencwajg, CFA, Managing Partner at Goehring & Rozencwajg, joined the "Top Traders Unplugged" podcast as part of their Global Macro series. In this episode, The Dark Side of Renewable Energy,...