The Uranium Bull: Defying Trends and Redefining Energy Markets


The article below is an excerpt from our Q2 2023 commentary. Why has uranium rallied while every other energy commodity has collapsed?

Over the past twelve months, spot uranium advanced 12% while..

[INTERVIEW] The Next Opportunity: Are We in a Commodity Supercycle?


Are we in a commodity supercycle? In this episode, Adam Rozencwajg, Managing Partner at G&R, joined UBS's Paul Stefansson to explore the future of the commodity market and how the energy transition..

Roundtable Discussion on the Energy Markets ft. Adam Rozencwajg


"From a supply perspective (regarding the energy market) I think we are at a very dangerous and important inflection point right now -- and that's because the shale basins which heretofore have been..

Top 3 Goehring & Rozencwajg Posts of 2023


We're halfway through the year, so we thought it would be a perfect time for us to pause and reflect on our written works. Below are the three most viewed blog posts for the year 2023 so far. Thank..

Copper Demand Soars: Is a Price Surge Coming?


The article below is an excerpt from our Q4 2022 commentary.

Codelco Production Slump Shows Copper’s ‘Tremendous Challenge’~Bloomberg 1/24/2023

Copper demand remains strong. According to the..

Nuclear Fusion? Not so Fast


The article below is an excerpt from our Q4 2022 commentary.On December 13th, 2022, the U.S. Department of Energy (DOE) announced a nuclear fusion breakthrough. For the first time in history,..

The Price Tag on Renewable Subsidies: The Inflation Reduction Act’s Mal-Investment of Trillions


The article below is an excerpt from our Q4 2022 commentary.Analysts constantly state that renewable energy competes favorably against natural gas and coal-fired electricity generation on an..

[Podcast] MacroVoices: A discussion around Energy, Gold, Copper and Uranium


Adam Rozencwajg, CFA, Managing Partner at Goehring & Rozencwajg, recently joined MacroVoices host Erik Townsend to discuss the energy, gold, copper, and uranium markets.  This recent discussion..

Weather Presents a Natural Gas Buying Opportunity


The article below is an excerpt from our Q4 2022 commentary.Our Q1 2022 letter explained why North American natural gas prices would surge. After making a 25-year low of $1.48 per mmcf in June 2020,..

Why Oil Markets Will Outperform Expectations in 2023 


The article below is an excerpt from our Q4 2022 commentary.We believe investors are being far too complacent about oil markets.After making a 14-year high of $130 per barrel in March, prices have..

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