--- title: G&R Blog | Energy (3) description: Energy | Stay informed with natural resources market insights from Goehring & Rozencwajg Associates. (3) --- [![GoRozen logo](https://blog.gorozen.com/hs-fs/hubfs/Gorozen_July2023/images/629a25c15755c930be0d624f_GoRozen-logo-horizontal-web.png?width=444&height=79&name=629a25c15755c930be0d624f_GoRozen-logo-horizontal-web.png "GoRozen logo")](https://www.gorozen.com/) - FIRM - [HOME](https://www.gorozen.com/) - [ABOUT](https://www.gorozen.com/about) - [TEAM](https://www.gorozen.com/team) - CONTENT - [COMMENTARIES](https://www.gorozen.com/commentaries) - [BLOG](https://blog.gorozen.com/blog) - [PODCASTS](https://www.gorozen.com/podcasts) - HOW TO INVEST - [MUTUAL FUND](https://www.gorozen.com/gr-funds) - [CONFERENCE](https://conference.gorozen.com/) - [CONTACT](https://www.gorozen.com/contact) [access latest research](https://www.gorozen.com/commentaries) # G&R Blog ## Energy [![How China, Tariffs, and Nuclear Power Are Reshaping Global Commodities](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/2025.06%20G%26R%20Blog%20%23436%20-%20Kitco%20News%20Interview%20with%20Adam%20Rozencwajg%20.png)](https://blog.gorozen.com/blog/how-china-tariffs-and-nuclear-power-are-reshaping-global-commodities) ### [How China, Tariffs, and Nuclear Power Are Reshaping Global Commodities](https://blog.gorozen.com/blog/how-china-tariffs-and-nuclear-power-are-reshaping-global-commodities) 06/13/2025 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... [Read More →](https://blog.gorozen.com/blog/how-china-tariffs-and-nuclear-power-are-reshaping-global-commodities) [![Podcast: Supercycle Incoming? Why Commodities Could Soar](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/2025.05%20GR%20Blog%20%23433-%20VRIC%20Podcast%20(1).png)](https://blog.gorozen.com/blog/commodities-podcast-2025-vric) ### [Podcast: Supercycle Incoming? Why Commodities Could Soar](https://blog.gorozen.com/blog/commodities-podcast-2025-vric) 05/16/2025 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... [Read More →](https://blog.gorozen.com/blog/commodities-podcast-2025-vric) [![A New Dawn for Nuclear Power](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/2025.01%20GR%20%23422%20-%20Nuclear%20Power.png)](https://blog.gorozen.com/blog/a-new-dawn-for-nuclear-power) ### [A New Dawn for Nuclear Power](https://blog.gorozen.com/blog/a-new-dawn-for-nuclear-power) 01/23/2025 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... [Read More →](https://blog.gorozen.com/blog/a-new-dawn-for-nuclear-power) [![Podcast: Capital Cycles, EVs, & Commodity Investing with Adam Rozencwajg](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/2025.01%20GR%20Blog%20%23421-%20The%20Value%20Perspective%20Podcast.png)](https://blog.gorozen.com/blog/podcast-value-perspective) ### [Podcast: Capital Cycles, EVs, & Commodity Investing with Adam Rozencwajg](https://blog.gorozen.com/blog/podcast-value-perspective) 01/16/2025 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... [Read More →](https://blog.gorozen.com/blog/podcast-value-perspective) [![Natural Resources Market Commentary - Q3 2024](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/2025.01%20GR%20%23420%20-%202024Q3%20Natural%20Resources%20Market.png)](https://blog.gorozen.com/blog/natural-resources-q3-2024) ### [Natural Resources Market Commentary - Q3 2024](https://blog.gorozen.com/blog/natural-resources-q3-2024) 01/09/2025 Q3 2024 natural resources saw volatility: Natural gas inventories fell, oil faced a contrarian opportunity, coal stocks rebounded, precious metals surged, uranium saw supply concerns &... [Read More →](https://blog.gorozen.com/blog/natural-resources-q3-2024) [![Natural Resource Investors  - Top 3 Blog Posts of 2024](https://blog.gorozen.com/hubfs/Blog/2024%20Blogs/2025.01%20GR%20-%20Top%203%20Posts%20of%202024.png)](https://blog.gorozen.com/blog/top-3-goehring-and-rozencwajg-blog-posts-of-2024) ### [Natural Resource Investors  - Top 3 Blog Posts of 2024](https://blog.gorozen.com/blog/top-3-goehring-and-rozencwajg-blog-posts-of-2024) 01/03/2025 As Natural Resource Investors, our goal is to keep you updated on the latest developments in the commodities and natural resources sectors, empowering you to make well-informed investment decisions.... [Read More →](https://blog.gorozen.com/blog/top-3-goehring-and-rozencwajg-blog-posts-of-2024) [![The Depletion Paradox](https://blog.gorozen.com/hubfs/Blog/2024%20Blogs/2024.12%20G%26R%20Blog%20%23418-%20The%20Depletion%20Paradox.png)](https://blog.gorozen.com/blog/the-depletion-paradox) ### [The Depletion Paradox](https://blog.gorozen.com/blog/the-depletion-paradox) 12/19/2024 The article below is an excerpt from our Q3 2024 commentary. The great drama of American shale production may now be nearing its final act. For years, we have anticipated that the relentless growth... [Read More →](https://blog.gorozen.com/blog/the-depletion-paradox) [![Uranium: A Drama in the Making](https://blog.gorozen.com/hubfs/Blog/2024%20Blogs/2024.11%20G%26R%20Blog%20%23416-%20Uranium%20.png)](https://blog.gorozen.com/blog/uranium-a-drama-in-the-making) ### [Uranium: A Drama in the Making](https://blog.gorozen.com/blog/uranium-a-drama-in-the-making) 11/14/2024 The article below is an excerpt from our Q2 2024 commentary and was first published on August 22, 2024, ahead of Kazatomprom’s announcement on August 23rd. “Uranium Fever Backed by Bill Gates Betting... [Read More →](https://blog.gorozen.com/blog/uranium-a-drama-in-the-making) [![US Natural Gas Production is Plummeting](https://blog.gorozen.com/hubfs/Blog/2024%20Blogs/2024.11%20G%26R%20Blog%20%23415-%20Natural%20Gas%20Production.png)](https://blog.gorozen.com/blog/us-natural-gas-production-is-plummeting) ### [US Natural Gas Production is Plummeting](https://blog.gorozen.com/blog/us-natural-gas-production-is-plummeting) 11/07/2024 The article below is an excerpt from our Q2 2024 commentary. Natural gas production is plummeting—a condition noted by almost no analysts. Between December 2023 and May 2024, U.S. dry gas supply has... [Read More →](https://blog.gorozen.com/blog/us-natural-gas-production-is-plummeting) [![Natural Resources Market Commentary](https://blog.gorozen.com/hubfs/Blog/2024%20Blogs/2024.10%20G%26R%20Blog%20%23414-%20Natural%20Resources.png)](https://blog.gorozen.com/blog/natural-resource-commentary-2024-q2) ### [Natural Resources Market Commentary](https://blog.gorozen.com/blog/natural-resource-commentary-2024-q2) 10/08/2024 The article below is an excerpt from our Q2 2024 commentary. Investors showed little interest in commodities and natural resource equities in the second quarter. The A.I. frenzy continues to... [Read More →](https://blog.gorozen.com/blog/natural-resource-commentary-2024-q2) [All posts](https://blog.gorozen.com/blog/all) This quarter's ## Natural Resource Market Commentary [DOWNLOAD NOW](http://gorozen.com/research/commentaries) Stay informed with Natural Resource Market Insights Goehring & Rozencwajg Associates, LLC. 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