Why Won't Energy Companies Drill?

12/07/2022

The article below is an excerpt from our Q3 2022 commentary.The most pressing question facing oil markets is why US shale drilling remains so muted despite high prices. A simple question whose answer..

[PODCAST] Out with the FED Put & In with the OIL Put ft. Adam Rozencwajg

11/09/2022

I do think that things have really fundamentally changed here, and I think the next number of years will be a little bit different. I think we have to let the dust settle to really understand the..

Hot Mics & Tepid Production

10/20/2022

The article below is an excerpt from our Q2 2022 commentary.

"The Kingdom has announced an increase in its production capacity level to 13 million bpd, after which the Kingdom will not have any..

High Energy Cost Hurts Wind & Solar

10/14/2022

The article below is an excerpt from our Q2 2022 commentary.Our Q4 2021 commentary was entitled “The Distortions of Cheap Energy.” In our lead essay, we explained how extremely low energy prices..

The Freeport LNG Paradox

10/04/2022

The article below is an excerpt from our Q2 2022 commentary.The global natural gas crisis has entered its most dangerous phase yet. We just returned from the UK, Switzerland, and Germany and the mood..

[Podcast] The Real Reason Behind the Current Energy Crisis ft. Adam Rozencwajg

09/30/2022

“We have an energy crisis, we don’t have enough energy today. And yet people are saying that the answer is that we have to get away from oil and gas and invest more in renewables. It will only make..

The Incredible Shrinking Oil Majors - Part III

09/16/2022

The article below is an excerpt from our Q2 2022 commentary.Are you embarrassed as an American company that your production is going up while the European counterparts are going down…. Would you..

Why Nuclear Power is a Solution to Our Energy Needs

09/09/2022

The article below is an excerpt from our Q2 2022 commentary. The pendulum continued to swing in favor of nuclear power during Q2. The Russian invasion of Ukraine has put national energy security..

[Podcast] MacroVoices: Understanding the Global Energy Crisis ft. Adam Rozencwajg

08/11/2022

Adam Rozencwajg, CFA, Managing Partner at Goehring & Rozencwajg, joined MacroVoices hosts Erik Townsend and Patrick Ceresna to discuss how the world has entered the early stages of a global energy..

Russia and the Uranium Fuel Cycle

07/21/2022

The article below is an excerpt from our Q1 2022 commentary. Uranium prices surged during Q1. Spot uranium advanced 26% from $42 to $53 per pound while the quoted term price rose 19% from $42 to $50..

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