The article below is an excerpt from our Q2 2023 commentary. We believe oil is on the verge of a sharp rally. As we write this, West Texas Intermediate and Brent trade for $84 and $87 per barrel,...
The article below is an excerpt from our Q2 2023 commentary. Why has uranium rallied while every other energy commodity has collapsed? Over the past twelve months, spot uranium advanced 12% while...
![[INTERVIEW] The Next Opportunity: Are We in a Commodity Supercycle?](https://blog.gorozen.com/hubfs/Blog/2023%20Blogs/2023.08%20G%26R%20Blog%20%23363%20-%20UBS%20%20Interview%20-%20Adam%20Rozencwajg.png)
Are we in a commodity supercycle? In this episode, Adam Rozencwajg, Managing Partner at G&R, joined UBS's Paul Stefansson to explore the future of the commodity market and how the energy transition...
"From a supply perspective (regarding the energy market) I think we are at a very dangerous and important inflection point right now -- and that's because the shale basins which heretofore have been...
We're halfway through the year, so we thought it would be a perfect time for us to pause and reflect on our written works. Below are the three most viewed blog posts for the year 2023 so far. Thank...
The article below is an excerpt from our Q4 2022 commentary. “Codelco Production Slump Shows Copper’s ‘Tremendous Challenge’” ~Bloomberg 1/24/2023 Copper demand remains strong. According to the...
The article below is an excerpt from our Q4 2022 commentary.On December 13th, 2022, the U.S. Department of Energy (DOE) announced a nuclear fusion breakthrough. For the first time in history,...
The article below is an excerpt from our Q4 2022 commentary.Analysts constantly state that renewable energy competes favorably against natural gas and coal-fired electricity generation on an...
![[Podcast] MacroVoices: A discussion around Energy, Gold, Copper and Uranium](https://blog.gorozen.com/hubfs/Blog/2023%20Blogs/2023.04%20GR%20Blog%20%23348%20-%20MacroVoices%20-%20LinkedIn.png)
Adam Rozencwajg, CFA, Managing Partner at Goehring & Rozencwajg, recently joined MacroVoices host Erik Townsend to discuss the energy, gold, copper, and uranium markets. This recent discussion...
The article below is an excerpt from our Q4 2022 commentary.Our Q1 2022 letter explained why North American natural gas prices would surge. After making a 25-year low of $1.48 per mmcf in June 2020,...