The article below is an excerpt from our Q4 2023 commentary. On January 12th, Kazatomprom, the publicly traded Kazakh national uranium company, shocked the markets by announcing it could not meet...
The article below is an excerpt from our Q4 2023 commentary. Five years ago, we became uranium bulls. We explained how the market had quietly slipped into a structural deficit, with reactor demand...
The article below is an excerpt from our Q4 2023 commentary. The biggest mystery in oil markets surrounds the apparent surge in US production. At the beginning of 2023, we predicted shale growth...
The article below is an excerpt from our Q4 2023 commentary. “Saudi Aramco Abruptly Drops Plans to Expand Oil Production,” ~ The New York Times, January 30, 2024 In an unexpected move, Aramco, the...
The article below is an excerpt from our Q4 2023 commentary. Commodities were mixed during the fourth quarter. The Goldman Sachs Commodity Index (GSCI), heavily weighted toward energy, fell by a...
The article below is an excerpt from our Q4 2023 commentary. “Electric vehicles (EVs) are pilling up on lots across the country as the green revolution hits a speed bump, data show.” ~ USA Today,...
The article below is an excerpt from our Q3 2023 commentary. North American natural gas is the cheapest energy molecule on the planet by as much as 75%. Over the next twelve months, we believe this...
![[Podcast] What is Happening in the Energy Markets?](https://blog.gorozen.com/hubfs/Blog/2023%20Blogs/2023.11%20GR%20Blog%20%23375-%20WTFinance%20Podcast.png)
What is happening in the energy markets? Why is there an underinvestment in energy over the past decade? What is the risk of price fluctuations? What does this mean for prices? Adam Rozencwajg, CFA,...
![[HC Insider Podcast] Renewables, Natural Gas and Nukes](https://blog.gorozen.com/hubfs/Blog/2023%20Blogs/2023.11%20GR%20Blog%20%23374-%20HC%20Insider%20Podcast%20-%20Twitter.png)
In 2023, renewables are grappling with rising costs and higher interest rates. The perception of nuclear power in the energy transition is shifting. Is this a long-term change? Natural gas remains a...
The article below is an excerpt from our Q2 2023 commentary. In our view, natural gas prices are reaching a turning point. Gas spiked to decade highs last spring following Russia’s invasion of...