[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.

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..

Top 3 Goehring & Rozencwajg Posts of 2022


While we are at the midpoint of the year, we'd like to take a moment to reflect on our writings. Below you will find our top 3 most viewed blog posts of 2022 to date.We sincerely appreciate your..

Running Out of Spare Oil Capacity - What's Next?


The article below is an excerpt from our Q1 2022 commentary. Between 2010 and 2020 the world grew accustomed to cheap, abundant conventional energy. Global energy markets were so well supplied for so..

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..

The Commodity Bull Market Has Only Just Begun


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..

1Q 2022 Highlights by Goehring & Rozencwajg


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..

[Podcast] The Dark Side of Renewable Energy ft. Adam Rozencwajg


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,..

The Global Natural Gas Crisis is coming to North America


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..

This quarter's

Natural Resource
Market Commentary