Copper

Has the Great Commodity Bull Market Quietly Begun?

Has the Great Commodity Bull Market Quietly Begun?

06/04/2025
The article below is an excerpt from our Q1 2025 commentary. Has the Great Commodity Bull Market Quietly Begun? It is beginning to look that way. The signs are not yet shouted from the rooftops,...
Read More →
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...
Read More →
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...
Read More →
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 &...
Read More →
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...
Read More →
[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...
Read More →
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...
Read More →
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...
Read More →
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...
Read More →
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,...
Read More →
All posts
This quarter's

Natural Resource
Market Commentary

DOWNLOAD NOW

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. Investors should always obtain and read an up-to-date investment services description or prospectus before deciding whether to appoint an investment advisor or to invest in a fund.

This material may include estimates, outlooks, projections and other “forward-looking statements.” Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed. Investing entails risks, including possible loss of principal. Investments concentrated in natural resources involve a higher degree of risk than more diversified strategies. Past performance is no guarantee of future results.

Investment process, strategies, philosophies, portfolio composition and allocations, security selection criteria and other parameters are current as of the date indicated and are subject to change without prior notice.

Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology-to the extent applicable). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm.

Certain links may let you leave the Adviser’s website. The linked websites are not under the control of the Adviser, and we are not responsible for the content of any linked website, or any link contained in a linked website, or any changes or updates to such websites. Adviser is providing these links to you only as a convenience, and the inclusion of any link does not imply endorsement, investigation, verification or monitoring by us of such third-party website. Any references to outside data, opinions or content are listed for informational purposes only and have not been verified for accuracy by the Adviser.  Third-party views, opinions or forecasts do not necessarily reflect those of the Adviser or its employees.

Unless stated otherwise, any mention of specific securities or investments is for illustrative purposes only. Adviser's clients may or may not hold the securities discussed in theri portfolios. Adviser makes no representations that any of the securities discussed have been or will be profitable.

Goehring & Rozencwajg Associates LLC © 2023