[REPLAY] 2022 Investor Day - The Coming Decade of Shortages

11/18/2022

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

11/09/2022

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

10/27/2022

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

09/30/2022

“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

09/09/2022

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

08/11/2022

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

08/05/2022

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

07/28/2022

"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

07/07/2022

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?

06/30/2022

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..

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