G&R Blog

“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,...

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...

“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...

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...

“Food Supply Chains Are Buckling as World Runs Short of Workers” Bloomberg, September 2, 2021“Ruined Brazil Harvest Sparks Food Inflation Everywhere” Bloomberg, September 28, 2021 First appeared in...

We are excited to be one of the featured experts at the Driving into the Future virtual auto event brought to you by TOYOTA.

First appeared in Q3 2021 commentary Global oil markets could not have looked grimmer than back in the summer of 2020. COVID cases were increasing again and further global economic lockdowns were...

Few people think of energy at all and even fewer think about its history. We are on the verge of a new chapter in the History of Energy and few people realize the implications.

First appeared in Q2 2021 letter Last summer, we predicted global oil demand would quickly regain its pre-COVID peak as travel restrictions were lifted. Clearly, in retrospect, we were too...

First appeared in Q2 2021 letter Oil production growth outside of OPEC+ and the US shales has been extremely difficult to achieve — even before the recent ESG pressures. Over the last 20 years, oil...