--- title: G&R Blog | Energy (7) description: Energy | Stay informed with natural resources market insights from Goehring & Rozencwajg Associates. (7) --- [![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 [![Weather Presents a Natural Gas Buying Opportunity](https://blog.gorozen.com/hubfs/Blog/2023%20Blogs/2023.03%20G%26R%20Blog%20%23347%20-%20Natural%20Gas.png)](https://blog.gorozen.com/blog/weather-presents-a-natural-gas-buying-opportunity) ### [Weather Presents a Natural Gas Buying Opportunity](https://blog.gorozen.com/blog/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,... [Read More →](https://blog.gorozen.com/blog/weather-presents-a-natural-gas-buying-opportunity) [![Why Oil Markets Will Outperform Expectations in 2023 ](https://blog.gorozen.com/hubfs/Blog/2023%20Blogs/2023.03%20G%26R%20Blog%20%23346%20-%20Oil%20Markets.png)](https://blog.gorozen.com/blog/why-oil-markets-will-outperform-expectations-in-2023) ### [Why Oil Markets Will Outperform Expectations in 2023 ](https://blog.gorozen.com/blog/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... [Read More →](https://blog.gorozen.com/blog/why-oil-markets-will-outperform-expectations-in-2023) [![Podcast: The Energetic Problem with the Energy Transition](https://blog.gorozen.com/hubfs/Blog/2023%20Blogs/2023.03%20GR%20Blog%20%23345%20-%20Adam%20Rozencwajg%20Interview.png)](https://blog.gorozen.com/blog/energy-transition-problem) ### [Podcast: The Energetic Problem with the Energy Transition](https://blog.gorozen.com/blog/energy-transition-problem) 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... [Read More →](https://blog.gorozen.com/blog/energy-transition-problem) [![Natural Resources Market Commentary](https://blog.gorozen.com/hubfs/Blog/2023%20Blogs/2023.03%20G%26R%20Blog%20%23344%20-%20Q4%20Natural%20Resource%20Commentary.png)](https://blog.gorozen.com/blog/natural-resources-market-commentary-q4-2022) ### [Natural Resources Market Commentary](https://blog.gorozen.com/blog/natural-resources-market-commentary-q4-2022) 03/24/2023 The article below is an excerpt from our Q4 2022 commentary.Commodity prices rebounded in Q4. Natural resource-related equities were firm.Investors came back into commodity-related markets, hoping... [Read More →](https://blog.gorozen.com/blog/natural-resources-market-commentary-q4-2022) [![The Incredible Shrinking Super-Majors Part IV: What the Stock Market thinks of ESG ](https://blog.gorozen.com/hubfs/Blog/2023%20Blogs/2023.03%20GR%20Blog%20%23342%20-%20SuperMajor%20BOE%20Production.png)](https://blog.gorozen.com/blog/shrinking-super-majors-part-iv) ### [The Incredible Shrinking Super-Majors Part IV: What the Stock Market thinks of ESG ](https://blog.gorozen.com/blog/shrinking-super-majors-part-iv) 03/15/2023 The article below is an excerpt from our Q4 2022 commentary. “BP’s CEO Plays Down Renewables Push and Returns Lag” “Mr. Looney \[(BP’s CEO)\] has said he is disappointed in the returns from some of the... [Read More →](https://blog.gorozen.com/blog/shrinking-super-majors-part-iv) [![The End of Abundant Energy: Shale Production and Hubbert's Peak ](https://blog.gorozen.com/hubfs/Blog/2023%20Blogs/2023.03%20GR%20Blog%20%23341%20-%20Conventional%20Crude%20Production.png)](https://blog.gorozen.com/blog/the-end-of-abundant-energy) ### [The End of Abundant Energy: Shale Production and Hubbert's Peak ](https://blog.gorozen.com/blog/the-end-of-abundant-energy) 03/09/2023 The article below is an excerpt from our Q4 2022 commentary.Crude oil fundamentals are very tight and risk getting considerably tighter. Investors continue to starve energy companies of much-needed... [Read More →](https://blog.gorozen.com/blog/the-end-of-abundant-energy) [![Market Recap - Q3 2022](https://blog.gorozen.com/hubfs/Blog/2022.12%20GR%20Blog%20%23337.png)](https://blog.gorozen.com/blog/market-overview-q3-2022) ### [Market Recap - Q3 2022](https://blog.gorozen.com/blog/market-overview-q3-2022) 12/20/2022 The article below is an excerpt from our Q3 2022 commentary.Inflation continued to surprise to the upside in Q3. Aggressive central bank tightening and ongoing worries over China’s “COVID-zero”... [Read More →](https://blog.gorozen.com/blog/market-overview-q3-2022) [![Why Won't Energy Companies Drill?](https://blog.gorozen.com/hubfs/Blog/2022.12%20G%26R%20Blog%20%23336%20-%20Why%20Wont%20Energy%20Companies%20Drill%20-%20LinkedIn%20.png)](https://blog.gorozen.com/blog/why-wont-energy-companies-drill) ### [Why Won't Energy Companies Drill?](https://blog.gorozen.com/blog/why-wont-energy-companies-drill) 12/07/2022 The article below is an excerpt from our Q3 2022 commentary.The most pressing question facing oil markets is why US shale drilling remains so muted despite high prices. A simple question whose answer... [Read More →](https://blog.gorozen.com/blog/why-wont-energy-companies-drill) [![\[PODCAST\] Out with the FED Put & In with the OIL Put ft. Adam Rozencwajg](https://blog.gorozen.com/hubfs/Blog/2022.11%20GR%20Blog%20%23335%20-%20Podcast%20%20-%20LinkedIn.png)](https://blog.gorozen.com/blog/podcast-out-with-the-fed-put-and-in-with-the-oil-put) ### [\[PODCAST\] Out with the FED Put & In with the OIL Put ft. Adam Rozencwajg](https://blog.gorozen.com/blog/podcast-out-with-the-fed-put-and-in-with-the-oil-put) 11/09/2022 “I do think that things have really fundamentally changed here, and I think the next number of years will be a little bit different. I think we have to let the dust settle to really understand the... [Read More →](https://blog.gorozen.com/blog/podcast-out-with-the-fed-put-and-in-with-the-oil-put) [![Hot Mics & Tepid Production](https://blog.gorozen.com/hubfs/Blog/2022.10%20G%26R%20Blog%20%23333%20-%20LinkedIn-1.png)](https://blog.gorozen.com/blog/hot-mics-and-tepid-production) ### [Hot Mics & Tepid Production](https://blog.gorozen.com/blog/hot-mics-and-tepid-production) 10/20/2022 The article below is an excerpt from our Q2 2022 commentary. "The Kingdom has announced an increase in its production capacity level to 13 million bpd, after which the Kingdom will not have any... [Read More →](https://blog.gorozen.com/blog/hot-mics-and-tepid-production) [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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