Energy
05/13/2022
Adam Rozencwajg, CFA, Managing Partner at Goehring & Rozencwajg, joined the "Top Traders Unplugged" podcast as part of their Global Macro series. In this episode, The Dark Side of Renewable Energy,...
04/21/2022
A sudden and unexpected event is about to take place: the global natural gas crisis, now gripping large swaths of the world, is about to engulf North America as well.Asian and European natural gas...
04/13/2022
Tensions between Russia and Ukraine have thrown oil and gas prices into focus, but an energy crisis has been brewing for much longer than the war has been going on.In an interview with Investing News...
04/05/2022
Massive price spikes are occurring in a number of critical commodities after Russia's invasion of Ukraine.In this Financial Sense Newshour Podcast (recorded March 8, 2022), Adam Rozencwajg shares an...
03/31/2022
The article below is an excerpt from our Q4 2021 commentary. Without US liquefied natural gas (LNG), Europe may well have frozen literally to death this winter. We believe what is happening with...
03/24/2022
The article below is an excerpt from our Q4 2021 commentary. “The world has already passed ‘peak oil’ demand, according to Carbon Brief analysis of the latest energy outlook from oil major BP.” ...
01/21/2022
“Chevron Girds for Activist Challenge After Exxon’s Proxy Battle Defeat” Wall Street Journal, September 3, 2021“Exxon Debates Abandoning Some of Its Biggest Oil and Gas Projects” Wall Street Journal,...
01/14/2022
We are currently in Riyadh, Saudi Arabia attending the inaugural Future Minerals Forum. This is our first dedicated research trip since COVID-19 and it has not disappointed. While most investors...
01/06/2022
“Europe’s Energy Crunch Sparks Panic in Asia and Dash to Buy Fuel” Bloomberg, September 16, 2021“Europe’s Energy Crisis Is Coming for the Rest of the World, Too” Bloomberg, September 27, 2021...
12/17/2021
With gas headed toward $2/Litre, can an electric future really balance the scales? On December 8, 2021, Adam Rozencwajg was one of the featured experts at the Driving into the Future virtual auto...