Nuclear Power is Back—and Bigger Than Ever! Once a symbol of fear, nuclear energy is now the solution to our climate crisis. Big names like Microsoft, Google, Amazon, and Meta are diving into the...
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...
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 &...
As Natural Resource Investors, our goal is to keep you updated on the latest developments in the commodities and natural resources sectors, empowering you to make well-informed investment decisions....
The article below is an excerpt from our Q3 2024 commentary. The great drama of American shale production may now be nearing its final act. For years, we have anticipated that the relentless growth...
The article below is an excerpt from our Q2 2024 commentary and was first published on August 22, 2024, ahead of Kazatomprom’s announcement on August 23rd. “Uranium Fever Backed by Bill Gates Betting...
The article below is an excerpt from our Q2 2024 commentary. Natural gas production is plummeting—a condition noted by almost no analysts. Between December 2023 and May 2024, U.S. dry gas supply has...
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...
The article below is an excerpt from our Q2 2024 commentary. “Let us pledge that by 1980, under Project Independence, we shall be able to meet America’s energy needs from America’s own energy...
The article below is an excerpt from our Q2 2024 commentary. As we write, gold has surged past the $2,500 mark for the first time in history, an event that would seem to herald a golden age for gold...