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...
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Is the next major commodities cycle already underway? Adam Rozencwajg, Co-Founder and Managing Partner at Goehring & Rozencwajg, joins Ed Coyne of Sprott Radio for a timely conversation on the...
A Global Market Shake-Up: Why Rozencwajg Says Real Assets Are the FutureIs a new commodities supercycle already underway? According to Adam Rozencwajg, Managing Partner at Goehring & Rozencwajg, the...
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We believe a global monetary reset is underway—with gold at the center. In our view, this shift is setting the stage for a commodity supercycle that could far surpass what most investors expect.We...
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...