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Global energy markets may be facing deeper structural supply constraints than current pricing suggests.In this podcast discussion with Peak Prosperity, Adam Rozenwajg, CFA, Managing Partner of...
The oil market may be experiencing its biggest shock ever — and most investors aren’t positioned for it. In a recent interview with Charlotte McLeod of the Investing News Network, Adam Rozencwajg...
Despite recent gains across gold and energy, evidence suggests the current commodities cycle may still be in its early stages.In a recent Sprott Radio episode, Adam Rozencwajg, CFA, Managing Partner...
Geopolitical shocks tend to fade from headlines quickly—but their impact on markets often lingers much longer.In the wake of the Iran crisis, key questions remain: how are global energy flows...
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[NEW VIDEO] Many investors wonder if the commodity rally has already been missed. The data suggests otherwise. Most commodities remain far below their inflation-adjusted highs, and relative...
Twenty percent of the world’s oil flows through the Strait of Hormuz. As of March 2026, that flow effectively stopped.What followed may be the largest physical supply shock in energy history—but the...
The sudden closure of the Strait of Hormuz has triggered one of the most significant supply disruptions in the history of global energy markets. With roughly one-fifth of the world’s oil flows...
The article below is an excerpt from our Q2 2025 commentary. President Trump’s recent executive action targeting reform at the Nuclear Regulatory Commission (NRC) may well go down as the most...
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In a world captivated by technology and growth narratives, have investors overlooked the real story unfolding beneath their feet?In the latest episode of the W1M Why Invest? podcast, Goehring &...
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...