Managing Partner Adam Rozencwajg, CFA, was recently interviewed by Paul Chapman of HC Insider Podcast - Conversations in Commodities.During their conversation, they discuss how decarbonization is..

The article below is an excerpt from our Q4 2022 commentary.Commodity prices rebounded in Q4. Natural resource-related equities were firm.Investors came back into commodity-related markets, hoping..

The article below is an excerpt from our Q4 2022 commentary.

“BP’s CEO Plays Down Renewables Push and Returns Lag”

“Mr. Looney [(BP’s CEO)] has said he is disappointed in the returns from some of the..

The article below is an excerpt from our Q4 2022 commentary.Crude oil fundamentals are very tight and risk getting considerably tighter. Investors continue to starve energy companies of much-needed..

The article below is an excerpt from our Q3 2022 commentary.Inflation continued to surprise to the upside in Q3. Aggressive central bank tightening and ongoing worries over China’s “COVID-zero”..

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..

“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..

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..

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 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..