[REPLAY] 2022 Investor Day - The Coming Decade of Shortages


Goehring & Rozencwajg hosted a fascinating one-day live event to discuss how to prepare for the coming decade of shortages in everything from energy to materials and agriculture, on Thursday,..

A Head Fake in Precious Metals: The Bear Market Drags On


The article below is an excerpt from our Q2 2022 commentary.Ever since silver staged a furious catch-up rally back in the summer of 2020 -- something that has always signaled a long corrective phase..

High Energy Cost Hurts Wind & Solar


The article below is an excerpt from our Q2 2022 commentary.Our Q4 2021 commentary was entitled “The Distortions of Cheap Energy.” In our lead essay, we explained how extremely low energy prices..

Goehring & Rozencwajg 2022 Investor Day


Goehring & Rozencwajg are pleased to invite all Institutional Investors, Advisors and friends of the firm to 2022 Investor Day on Thursday, November 3, in New York City.

Book Recommendations from Natural Resource Investors


"A reader lives a thousand lives before he dies."~George R. R. Martin 

Summer is a time to relax, reflect and if you are like us, continue to do more reading. As Natural Resource Investors, our..

Catastrophic Agriculture Markets


The article below is an excerpt from our Q1 2022 commentary. 

World Bank warns of ‘human catastrophe’ food crisis.” - BBC News, April 20, 2022“Farmers are seeing prices for fertilizers skyrocket...

Inflation and Magazine Covers (Part III)


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..

[Webinar Replay] G&R's Outlook on Energy and Inflation


Managing Partners Leigh Goehring and Adam Rozencwajg recently hosted a video webinar that was viewed live by over 1,300 people.

Magazine Covers Revisited


We rarely republish old essays but given its importance we felt the need to do so in this case. In April 2019, BusinessWeek published a cover story asking “Is Inflation Dead” with a picture of a dead..

This quarter's

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