Copper

The Curious Case of Chinese Copper Consumption

The Curious Case of Chinese Copper Consumption

02/21/2025
The article below is an excerpt from our Q3 2024 commentary. In last quarter's letter, we outlined a rising tide of bearish signals within the global copper market. Chief among them was the growing...
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Podcast: Capital Cycles, EVs, & Commodity Investing with Adam Rozencwajg

Podcast: Capital Cycles, EVs, & Commodity Investing with Adam Rozencwajg

01/16/2025
Adam Rozencwajg, CFA, joined The Value Perspective Podcast, co-hosted by Juan Torres Rodriguez and Django Davidson from Hosking Partners. Together, they explore G&R’s deep value approach to...
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Natural Resources Market Commentary - Q3 2024

Natural Resources Market Commentary - Q3 2024

01/09/2025
Q3 2024 natural resources saw volatility: Natural gas inventories fell, oil faced a contrarian opportunity, coal stocks rebounded, precious metals surged, uranium saw supply concerns &...
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Uranium vs. Copper: Which one is the Better Long-Term Investment?

Uranium vs. Copper: Which one is the Better Long-Term Investment?

12/13/2024
The article below is an excerpt from our Q4 2023 commentary. “How the world’s biggest offshore wind company was blown off course: Denmark’s Ørsted was once seen as a model for how oil and gas giants...
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[Interview] Leigh Goehring: Gold’s Bull Market Begins; Uranium & Copper Outlook

[Interview] Leigh Goehring: Gold’s Bull Market Begins; Uranium & Copper Outlook

11/21/2024
Leigh Goehring, Managing Partner at Goehring & Rozencwajg, recently spoke with the Investing News Network about why G&R believes the gold bull market is just starting and shared his insights on the...
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Natural Resources Market Commentary

Natural Resources Market Commentary

10/08/2024
The article below is an excerpt from our Q2 2024 commentary. Investors showed little interest in commodities and natural resource equities in the second quarter. The A.I. frenzy continues to...
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New Copper Technologies

New Copper Technologies

05/03/2024
The article below is an excerpt from our Q4 2023 commentary. Copper demand was extremely strong in 2023, growing 7.3% year-on-year over the first ten months, according to the World Bureau of Metal...
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Natural Resources Market Overview

Natural Resources Market Overview

03/21/2024
The article below is an excerpt from our Q4 2023 commentary. Commodities were mixed during the fourth quarter. The Goldman Sachs Commodity Index (GSCI), heavily weighted toward energy, fell by a...
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The Norwegian Illusion

The Norwegian Illusion

02/28/2024
The article below is an excerpt from our Q4 2023 commentary. “Electric vehicles (EVs) are pilling up on lots across the country as the green revolution hits a speed bump, data show.” ~ USA Today,...
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Copper Inventory Not Signaling Recession

Copper Inventory Not Signaling Recession

11/21/2023
The article below is an excerpt from our Q2 2023 commentary. Driven by concerns of an impending global recession, copper sentiment remained bearish during the second quarter. On the other hand,...
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