“Given the huge upfront energy needs of wind, solar and batteries, any performance disappointment could mean the difference between moderate carbon savings and net increases in carbon.” Few people...
Electric vehicles will likely not deliver the necessary carbon reduction many people are expecting. In Norway, electric vehicle sales have gone from zero to nearly 60% penetration between 2010 and...
Valuations for nearly any stock tied to renewable energy themes became quite stretched in 2020, and reports from reputable agencies predicting an acceleration in renewable adoption have only added to...
In our latest quarterly commentary, we took a close look at an investment theme that has much — we’d say too much —momentum behind it: Green energy. The full commentary is worth a read for anyone...
The short answer to this question is: more than index levels of 2-3%.While many institutional investors and financial advisors divide their equity exposure by market cap, style and geographic region,...
![[New Mining Podcast] Oil to Outperform Gold Over the Next Six Months](https://blog.gorozen.com/hubfs/Blog%20Images/2020.10%20GR218%20Podcast%20Grapihc%20600x342.jpg)
Managing Partner Adam Rozencwajg was recently interviewed on Mining Stock Education, a website and podcast dedicated to natural resources and precious metals education and investing. During this...
![[PODCAST] A Comprehensive Look at Energy Markets with Leigh Goehring](https://blog.gorozen.com/hubfs/Blog%20Images/2019-Evercore-Podcast-Blog-LinkedIn.png)
On July 23rd, Leigh Goehring was a guest on theInvest with James Westpodcast series hosted by James West, Senior Managing Director & Partner at Evercore ISI.
In our most recent webinar, we received many questions around energy market sentiment. In this blog post, we dive a little deeper on one particular question we were asked during the webinar: Q. When...