Energy

[INTERVIEW] The Next Opportunity: Are We in a Commodity Supercycle?

[INTERVIEW] The Next Opportunity: Are We in a Commodity Supercycle?

08/03/2023
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...
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Roundtable Discussion on the Energy Markets ft. Adam Rozencwajg

Roundtable Discussion on the Energy Markets ft. Adam Rozencwajg

07/14/2023
"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...
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Top 3 Goehring & Rozencwajg Posts of 2023

Top 3 Goehring & Rozencwajg Posts of 2023

07/10/2023
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...
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Copper Demand Soars: Is a Price Surge Coming?

Copper Demand Soars: Is a Price Surge Coming?

05/12/2023
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...
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Nuclear Fusion? Not so Fast

Nuclear Fusion? Not so Fast

05/05/2023
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,...
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The Price Tag on Renewable Subsidies: The Inflation Reduction Act’s Mal-Investment of Trillions

The Price Tag on Renewable Subsidies: The Inflation Reduction Act’s Mal-Investment of Trillions

04/28/2023
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...
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[Podcast] MacroVoices: A discussion around Energy, Gold, Copper and Uranium

[Podcast] MacroVoices: A discussion around Energy, Gold, Copper and Uranium

04/14/2023
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...
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Weather Presents a Natural Gas Buying Opportunity

Weather Presents a Natural Gas Buying Opportunity

04/05/2023
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,...
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Why Oil Markets Will Outperform Expectations in 2023 

Why Oil Markets Will Outperform Expectations in 2023 

03/31/2023
The article below is an excerpt from our Q4 2022 commentary.We believe investors are being far too complacent about oil markets.After making a 14-year high of $130 per barrel in March, prices have...
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Podcast: The Energetic Problem with the Energy Transition

Podcast: The Energetic Problem with the Energy Transition

03/27/2023
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...
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