The Incredible Shrinking Super-Majors Part IV: What the Stock Market thinks of ESG 


The article below is an excerpt from our Q4 2022 commentary.

“BP’s CEO Plays Down Renewables Push and Returns Lag”

“Mr. Looney [(BP’s CEO)] has said he is disappointed in the returns from some of the..

Dear State Open Letter from G&R


Several state treasurers have withdrawn billions of dollars worth of investment assets from managers over ESG concerns in recent months. The treasurers felt that firms like BlackRock were too focused..

Top 3 Blog Posts of 2022 from Natural Resource Investors


Over the past 30 months, energy prices went from an all-time record low (negative oil prices) to all-time record highs as strong demand and disappointing supply were complicated by the war in Ukraine.

[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,..

[PODCAST] Out with the FED Put & In with the OIL Put ft. Adam Rozencwajg


I do think that things have really fundamentally changed here, and I think the next number of years will be a little bit different. I think we have to let the dust settle to really understand the..

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..

[Podcast] The Real Reason Behind the Current Energy Crisis ft. Adam Rozencwajg


“We have an energy crisis, we don’t have enough energy today. And yet people are saying that the answer is that we have to get away from oil and gas and invest more in renewables. It will only make..

Why Nuclear Power is a Solution to Our Energy Needs


The article below is an excerpt from our Q2 2022 commentary. The pendulum continued to swing in favor of nuclear power during Q2. The Russian invasion of Ukraine has put national energy security..

[Podcast] MacroVoices: Understanding the Global Energy Crisis ft. Adam Rozencwajg


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..

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.

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