Energy

What is the Cost of Being Early?

What is the Cost of Being Early?

09/05/2024
Prefer to listen to this article? Please click the play button above. The article below is an excerpt from our Q2 2024 commentary. We first unveiled this chart (shown below) in our 1Q2019 letter and...
Read More →
Uranium Markets: A Drama in the Making

Uranium Markets: A Drama in the Making

08/21/2024
Prefer to listen to this article? Please click the play button above. "Uranium Fever Backed by Bill Gates Betting on Nuclear Energy"~ Bloomberg 7/09/2024"One of The Last Holdouts, Australia Weighs...
Read More →
What Can GAAP Accounting Teach Us About the Energy Transition?

What Can GAAP Accounting Teach Us About the Energy Transition?

08/15/2024
Prefer to listen to this article? Please click the play button above. The article below is an excerpt from our Q1 2024 commentary. In the wake of the 1929 stock market crash and the Great...
Read More →
That Took Awhile - Somebody Finally Recognizes the Dangers of the IEA

That Took Awhile - Somebody Finally Recognizes the Dangers of the IEA

08/08/2024
Prefer to listen to this article? Please click the play button above. The article below is an excerpt from our Q1 2024 commentary. The following is an excerpt from an open letter written by John...
Read More →
Remembering the Massive Crude Bull Markets of the 1970s and 2000s

Remembering the Massive Crude Bull Markets of the 1970s and 2000s

08/01/2024
Prefer to listen to this article? Please click the play button above. The article below is an excerpt from our Q1 2024 commentary. WTI Crude Oil1/1/1970: $3.182/15/1981: $34.301/1/2000: $25.55...
Read More →
[Interview] Leigh Goehring On The Present State of The Energy Markets

[Interview] Leigh Goehring On The Present State of The Energy Markets

07/26/2024
Exciting developments are unfolding in the global oil and North American natural gas markets, presenting a unique opportunity for investors willing to take a contrarian approach. We believe there is...
Read More →
[Interview] Monetary System Revolution on The Horizon with Adam Rozencwajg and WTFinance

[Interview] Monetary System Revolution on The Horizon with Adam Rozencwajg and WTFinance

07/18/2024
Adam Rozencwajg teamed up with WTFinance podcast host Anthony Fatseas to delve into the looming Monetary System Revolution. In this intriguing episode of the WTFinance podcast, the discussion...
Read More →
[Podcast] MacroVoices - AI Demand, Energy & Precious Metals

[Podcast] MacroVoices - AI Demand, Energy & Precious Metals

05/22/2024
Adam Rozencwajg, Managing Partner at G&R, recently joined the MacroVoices podcast, hosted by Erik Townsend and Patrick Ceresna, to provide insightful updates on the energy markets, precious metals...
Read More →
[Interview] Valuable Insights on Investing in Gold, Silver & Bitcoin

[Interview] Valuable Insights on Investing in Gold, Silver & Bitcoin

05/08/2024
Where does G&R stand on Bitcoin? Does Bitcoin deserve a place in a diversified portfolio along with gold? Adam Rozencwajg, CFA, answers these questions and many more on investing in gold, silver and...
Read More →
[Interview] Will EVs Succeed? Efficiency, Emissions and a Potential Catalyst

[Interview] Will EVs Succeed? Efficiency, Emissions and a Potential Catalyst

04/17/2024
Electric vehicles (EVs) have been widely hailed as a key part of the transition to green energy, but are they helping as much as we think they are? Adam Rozencwajg, CFA, spoke with Charlotte McLeod...
Read More →
All posts
This quarter's

Natural Resource
Market Commentary

DOWNLOAD NOW

Stay informed with
Natural Resource
Market Insights

Goehring & Rozencwajg Associates, LLC. The information provided on this website is intended to provide the investor with an introduction to Goehring & Rozencwajg Associates, LLC. Nothing on this website should be construed as a solicitation offer, or recommendation to buy or sell any security or as an offer to provide advisory services. Information on this website is intended only for United States citizens and residents. Nothing contained on this website constitutes investment, legal, tax, or other advice nor should be relied upon in making an investment or other decision. Investors should always obtain and read an up-to-date investment services description or prospectus before deciding whether to appoint an investment advisor or to invest in a fund.

This material may include estimates, outlooks, projections and other “forward-looking statements.” Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed. Investing entails risks, including possible loss of principal. Investments concentrated in natural resources involve a higher degree of risk than more diversified strategies. Past performance is no guarantee of future results.

Investment process, strategies, philosophies, portfolio composition and allocations, security selection criteria and other parameters are current as of the date indicated and are subject to change without prior notice.

Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology-to the extent applicable). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm.

Certain links may let you leave the Adviser’s website. The linked websites are not under the control of the Adviser, and we are not responsible for the content of any linked website, or any link contained in a linked website, or any changes or updates to such websites. Adviser is providing these links to you only as a convenience, and the inclusion of any link does not imply endorsement, investigation, verification or monitoring by us of such third-party website. Any references to outside data, opinions or content are listed for informational purposes only and have not been verified for accuracy by the Adviser.  Third-party views, opinions or forecasts do not necessarily reflect those of the Adviser or its employees.

Unless stated otherwise, any mention of specific securities or investments is for illustrative purposes only. Adviser's clients may or may not hold the securities discussed in theri portfolios. Adviser makes no representations that any of the securities discussed have been or will be profitable.

Goehring & Rozencwajg Associates LLC © 2023