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...
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...
The article below is an excerpt from our Q2 2022 commentary.The global natural gas crisis has entered its most dangerous phase yet. We just returned from the UK, Switzerland, and Germany and the mood...
The article below is an excerpt from our Q2 2022 commentary.“Are you embarrassed as an American company that your production is going up while the European counterparts are going down…. Would you...
![[Podcast] MacroVoices: Understanding the Global Energy Crisis ft. Adam Rozencwajg](https://blog.gorozen.com/hubfs/Blog/2022.08%20GR%20Blog%20%23325%20-%20MacroVoices%20-%20LinkedIn.png)
Adam Rozencwajg, CFA, Managing Partner at Goehring & Rozencwajg, joined MacroVoices hosts Erik Townsend and Patrick Ceresna to discuss how the world has entered the early stages of a global energy...
The article below is an excerpt from our Q1 2022 commentary. One of the most frequent questions we get asked regarding this commodity bull market is: “Have I missed it? Is it too late to make an...
Charts of the Quarter Top Chart: Not only is the commodity bull market not over, it has hardly begun. This chart shows the returns of the Goldman Sachs commodity index versus the level of the US...