![[Podcast] Convince Me in 15 Minutes... That Uranium is in a Bull Market.](https://blog.gorozen.com/hubfs/Blog/2024%20Blogs/2024.03%20GR%20Blog%20%23391-%20Convince%20Me%20in%2015%20Min%20-%20Twitter.png)
Challenge Accepted: Convince Me in 15 Minutes That Uranium is in a Bull Market. Joining the engaging podcast, Convince Me in 15 Minutes, Adam Rozencwajg makes a compelling argument for the promising...
![[Podcast] Energy Demand is Massively Misunderstood, Here's Why We're Bullish](https://blog.gorozen.com/hubfs/Blog/2024%20Blogs/2024.02%20GR%20Blog%20%23388-Commodity%20Culture%20Podcast%20-%20Twitter.png)
"Wouldn't a recession and continued economic weakness reduce energy demand and thus be bearish for oil and gas prices?" This is a common question that frequently arises during discussions on the ...
![[Podcast] Peak Oil is Closer Than You Think](https://blog.gorozen.com/hubfs/Blog/2024%20Blogs/2024.02%20GR%20Blog%20%23387-%20Off%20the%20Cuff%20Podcast%20-%20Twitter.png)
The Permian shale oil basin is very close to peaking out. When it does, everything changes for the US and the world. "Everyone thought 2019 was the all-time high for Energy and Oil demand and that...
The article below is an excerpt from our Q3 2023 commentary. North American natural gas is the cheapest energy molecule on the planet by as much as 75%. Over the next twelve months, we believe this...
As Natural Resource Investors, we aim to keep investors informed of what is happening in the commodities and natural resources sectors so that you can make informed investment decisions. In 2023, a...
The article below is an excerpt from our Q3 2023 commentary. In late 2021, we made a bold and deeply contrarian call: we predicted massive capital flows into renewable energy could potentially...
The article below is an excerpt from our Q3 2023 commentary. “It is a confusion of ideas to suppose that the economical use of fuel is equivalent to diminished consumption. The very contrary is the...
![[Podcast] What is Happening in the Energy Markets?](https://blog.gorozen.com/hubfs/Blog/2023%20Blogs/2023.11%20GR%20Blog%20%23375-%20WTFinance%20Podcast.png)
What is happening in the energy markets? Why is there an underinvestment in energy over the past decade? What is the risk of price fluctuations? What does this mean for prices? Adam Rozencwajg, CFA,...
![[HC Insider Podcast] Renewables, Natural Gas and Nukes](https://blog.gorozen.com/hubfs/Blog/2023%20Blogs/2023.11%20GR%20Blog%20%23374-%20HC%20Insider%20Podcast%20-%20Twitter.png)
In 2023, renewables are grappling with rising costs and higher interest rates. The perception of nuclear power in the energy transition is shifting. Is this a long-term change? Natural gas remains a...
The article below is an excerpt from our Q2 2023 commentary. In our view, natural gas prices are reaching a turning point. Gas spiked to decade highs last spring following Russia’s invasion of...