--- title: G&R Blog | Copper description: Copper | Stay informed with natural resources market insights from Goehring & Rozencwajg Associates. --- [![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 ## Copper [![Commodity Outlook in the Wake of the U.S.-Iran War](https://blog.gorozen.com/hubfs/Blog/2026%20Blogs/2026.07%20GR%20Blog%20-%20Adam%20on%20podcast%20-%20Alpine%20Macro.png)](https://blog.gorozen.com/blog/commodity-outlook-in-the-wake-of-the-us-iran-war) ### [Commodity Outlook in the Wake of the U.S.-Iran War](https://blog.gorozen.com/blog/commodity-outlook-in-the-wake-of-the-us-iran-war) 07/24/2026 A central theme of Adam’s discussion: successful commodity investing requires separating market sentiment from underlying fundamentals. Is the commodity bull market already mature—or are we still in... [Read More →](https://blog.gorozen.com/blog/commodity-outlook-in-the-wake-of-the-us-iran-war) [![(Podcast) Market Outlook: Gold, Silver, Uranium — and Why We’re Bullish on Platinum](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/2025.06%20Investing%20News%20Network%20Interview%20-%20Adam%20Rozencwajg.png)](https://blog.gorozen.com/blog/podcast-market-outlook-gold-silver-uranium-and-why-we-are-bullish-on-platinum) ### [(Podcast) Market Outlook: Gold, Silver, Uranium — and Why We’re Bullish on Platinum](https://blog.gorozen.com/blog/podcast-market-outlook-gold-silver-uranium-and-why-we-are-bullish-on-platinum) 06/27/2025 In a recent interview with the Investing News Network, Adam Rozencwajg, Managing Partner at Goehring & Rozencwajg, shared his latest insights into the precious metals and energy markets, including... [Read More →](https://blog.gorozen.com/blog/podcast-market-outlook-gold-silver-uranium-and-why-we-are-bullish-on-platinum) [![Positioning for the Next Commodity Surge: Insights from Adam Rozencwajg](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/2025.06%20G%26R%20Blog%20%23437%20-%20Sprott%20Radio%20Podcast%20with%20Adam%20Rozencwajg%20%20(1).png)](https://blog.gorozen.com/blog/commodity-surge) ### [Positioning for the Next Commodity Surge: Insights from Adam Rozencwajg](https://blog.gorozen.com/blog/commodity-surge) 06/20/2025 Is the next major commodities cycle already underway? Adam Rozencwajg, Co-Founder and Managing Partner at Goehring & Rozencwajg, joins Ed Coyne of Sprott Radio for a timely conversation on the... [Read More →](https://blog.gorozen.com/blog/commodity-surge) [![How China, Tariffs, and Nuclear Power Are Reshaping Global Commodities](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/2025.06%20G%26R%20Blog%20%23436%20-%20Kitco%20News%20Interview%20with%20Adam%20Rozencwajg%20.png)](https://blog.gorozen.com/blog/how-china-tariffs-and-nuclear-power-are-reshaping-global-commodities) ### [How China, Tariffs, and Nuclear Power Are Reshaping Global Commodities](https://blog.gorozen.com/blog/how-china-tariffs-and-nuclear-power-are-reshaping-global-commodities) 06/13/2025 A Global Market Shake-Up: Why Rozencwajg Says Real Assets Are the FutureIs a new commodities supercycle already underway? According to Adam Rozencwajg, Managing Partner at Goehring & Rozencwajg, the... [Read More →](https://blog.gorozen.com/blog/how-china-tariffs-and-nuclear-power-are-reshaping-global-commodities) [![Has the Great Commodity Bull Market Quietly Begun?](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/2025.06%20GR%20%23435%20-%20Q1%20Commentary%20.png)](https://blog.gorozen.com/blog/has-the-great-commodity-bull-market-quietly-begun) ### [Has the Great Commodity Bull Market Quietly Begun?](https://blog.gorozen.com/blog/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 →](https://blog.gorozen.com/blog/has-the-great-commodity-bull-market-quietly-begun) [![The Curious Case of Chinese Copper Consumption](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/2025.02%20G%26R%20Blog%20%23426%20-%20Copper.png)](https://blog.gorozen.com/blog/copper-consumption-2024) ### [The Curious Case of Chinese Copper Consumption](https://blog.gorozen.com/blog/copper-consumption-2024) 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 →](https://blog.gorozen.com/blog/copper-consumption-2024) [![Podcast: Capital Cycles, EVs, & Commodity Investing with Adam Rozencwajg](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/2025.01%20GR%20Blog%20%23421-%20The%20Value%20Perspective%20Podcast.png)](https://blog.gorozen.com/blog/podcast-value-perspective) ### [Podcast: Capital Cycles, EVs, & Commodity Investing with Adam Rozencwajg](https://blog.gorozen.com/blog/podcast-value-perspective) 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 →](https://blog.gorozen.com/blog/podcast-value-perspective) [![Natural Resources Market Commentary - Q3 2024](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/2025.01%20GR%20%23420%20-%202024Q3%20Natural%20Resources%20Market.png)](https://blog.gorozen.com/blog/natural-resources-q3-2024) ### [Natural Resources Market Commentary - Q3 2024](https://blog.gorozen.com/blog/natural-resources-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 →](https://blog.gorozen.com/blog/natural-resources-q3-2024) [![Uranium vs. Copper: Which one is the Better Long-Term Investment?](https://blog.gorozen.com/hubfs/Blog/2024%20Blogs/2024.12%20G%26R%20Blog%20%23417-%20Copper%20and%20Uranium.png)](https://blog.gorozen.com/blog/copper-and-uranium-the-coming-divergence) ### [Uranium vs. Copper: Which one is the Better Long-Term Investment?](https://blog.gorozen.com/blog/copper-and-uranium-the-coming-divergence) 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 →](https://blog.gorozen.com/blog/copper-and-uranium-the-coming-divergence) [![\[Interview\] Leigh Goehring: Gold’s Bull Market Begins; Uranium & Copper Outlook](https://blog.gorozen.com/hubfs/Blog/2024%20Blogs/2024.11%20G%26R%20Blog%20%23417%20-%20Investing%20News%20Network%20Interview%20-%20Leigh%20Goehring%20(1).png)](https://blog.gorozen.com/blog/leigh-goehring-gold-bull-market) ### [\[Interview\] Leigh Goehring: Gold’s Bull Market Begins; Uranium & Copper Outlook](https://blog.gorozen.com/blog/leigh-goehring-gold-bull-market) 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 →](https://blog.gorozen.com/blog/leigh-goehring-gold-bull-market) [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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