Copper

(Podcast) Market Outlook: Gold, Silver, Uranium — and Why We’re Bullish on Platinum

(Podcast) Market Outlook: Gold, Silver, Uranium — and Why We’re 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...
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Positioning for the Next Commodity Surge: Insights from Adam Rozencwajg

Positioning for the Next Commodity Surge: Insights from Adam Rozencwajg

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...
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How China, Tariffs, and Nuclear Power Are Reshaping Global Commodities

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...
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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,...
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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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