![[Podcast] The Dark Side of Renewable Energy ft. Adam Rozencwajg](https://blog.gorozen.com/hubfs/Blog/2022.05%20GR%20Blog%20%23315%20-%20LinkedIn.png)
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,...
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...
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...
![[Podcast] Financial Sense: Adam Rozencwajg on the Post-Invasion Outlook for Energy and Commodities](https://blog.gorozen.com/hubfs/Blog/Meet%20the%20Team/2022.04%20GR%20Blog%20%23312%20-%20Financial%20Sense%20Podcast%20-%20LinkedIn.png)
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...
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...
![[Video] Rising Gas Prices vs Battery Costs](https://blog.gorozen.com/hubfs/Blog/2021.12%20GR%20Bog%20%23303%20-%20Video%20Replay%20-%20Rising%20Gas%20Prices%20vs%20Battery%20Costs%20-%20LinkedIn.png)
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...
We are excited to be one of the featured experts at the Driving into the Future virtual auto event brought to you by TOYOTA.
Tightness in the US natural gas market is beginning to manifest itself in low inventory levels. After having started the year at a 200 bcf surplus to the five-year seasonal average, US inventories...
In a previous post, we talked about how over the last nine years, the largest source of U.S. natural gas supply growth has come from the Marcellus shale. The Marcellus produces 22.5 bcf/d,...
The shale gas revolution began in earnest in 2005. Even though the shales were being aggressively developed, shale gas production in 2010 still represented only 20% of US supply. Of the 21 trillion...