Energy

The Freeport LNG Paradox

The Freeport LNG Paradox

10/04/2022
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...
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[Podcast] The Real Reason Behind the Current Energy Crisis ft. Adam Rozencwajg

[Podcast] The Real Reason Behind the Current Energy Crisis ft. Adam Rozencwajg

09/30/2022
“We have an energy crisis, we don’t have enough energy today. And yet people are saying that the answer is that we have to get away from oil and gas and invest more in renewables. It will only make...
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The Incredible Shrinking Oil Majors - Part III

The Incredible Shrinking Oil Majors - Part III

09/16/2022
The article below is an excerpt from our Q2 2022 commentary.“Are you embarrassed as an American company that your production is going up while the European counterparts are going down…. Would you...
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Why Nuclear Power is a Solution to Our Energy Needs

Why Nuclear Power is a Solution to Our Energy Needs

09/09/2022
The article below is an excerpt from our Q2 2022 commentary. The pendulum continued to swing in favor of nuclear power during Q2. The Russian invasion of Ukraine has put national energy security...
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[Podcast] MacroVoices: Understanding the Global Energy Crisis ft. Adam Rozencwajg

[Podcast] MacroVoices: Understanding the Global Energy Crisis ft. Adam Rozencwajg

08/11/2022
Adam Rozencwajg, CFA, Managing Partner at Goehring & Rozencwajg, joined MacroVoices hosts Erik Townsend and Patrick Ceresna to discuss how the world has entered the early stages of a global energy...
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Russia and the Uranium Fuel Cycle

Russia and the Uranium Fuel Cycle

07/21/2022
The article below is an excerpt from our Q1 2022 commentary. Uranium prices surged during Q1. Spot uranium advanced 26% from $42 to $53 per pound while the quoted term price rose 19% from $42 to $50...
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Running Out of Spare Oil Capacity - What's Next?

Running Out of Spare Oil Capacity - What's Next?

06/30/2022
The article below is an excerpt from our Q1 2022 commentary. Between 2010 and 2020 the world grew accustomed to cheap, abundant conventional energy. Global energy markets were so well supplied for so...
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Inflation and Magazine Covers (Part III)

Inflation and Magazine Covers (Part III)

06/22/2022
The article below is an excerpt from our Q1 2022 commentary. On April 20th, 2019, Bloomberg/BusinessWeek magazine published an issue entitled “Is Inflation Dead?” with a dead dinosaur prominently...
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The Commodity Bull Market Has Only Just Begun

The Commodity Bull Market Has Only Just Begun

06/16/2022
The article below is an excerpt from our Q1 2022 commentary. One of the most frequent questions we get asked regarding this commodity bull market is: “Have I missed it? Is it too late to make an...
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1Q 2022 Highlights by Goehring & Rozencwajg

1Q 2022 Highlights by Goehring & Rozencwajg

06/09/2022
Charts of the Quarter Top Chart: Not only is the commodity bull market not over, it has hardly begun. This chart shows the returns of the Goldman Sachs commodity index versus the level of the US...
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