Natural resources

On LNG, AI, and Shale Supply – We Believe the Turn in North American Natural Gas is Here

On LNG, AI, and Shale Supply – We Believe the Turn in North American Natural Gas is Here

07/10/2024
Prefer to listen to this article? Please click the play button above. The article below is an excerpt from our Q1 2024 commentary. We believe the North American natural gas market has reached a...
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[Interview] Commodities and Geo-Political Risks with Rozencwajg and Yra Harris

[Interview] Commodities and Geo-Political Risks with Rozencwajg and Yra Harris

06/27/2024
Adam Rozencwajg and Yra Harris joined the Financial Repression Authority to discuss Commodities and Geo-Political Risks. They offer valuable perspectives on the overall economy and financial...
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[Interview] Gold's Bull Run: Just Getting Started?

[Interview] Gold's Bull Run: Just Getting Started?

06/20/2024
During his interview with Jeremy Szafron of KITCO News, Adam Rozencwajg, Managing Partner at Goehring & Rozencwajg, delves deep into the intricate dynamics of the precious metals market. By focusing...
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[Interview] Commodities Have 'Never, Ever' Been More Undervalued Than Today

[Interview] Commodities Have 'Never, Ever' Been More Undervalued Than Today

05/29/2024
Leigh Goehring, Managing Partner at G&R and a seasoned investor in natural resources, recently shared his wealth of experience on the Commodity Culture podcast. His message is clear: the time to dive...
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[Podcast] MacroVoices - AI Demand, Energy & Precious Metals

[Podcast] MacroVoices - AI Demand, Energy & Precious Metals

05/22/2024
Adam Rozencwajg, Managing Partner at G&R, recently joined the MacroVoices podcast, hosted by Erik Townsend and Patrick Ceresna, to provide insightful updates on the energy markets, precious metals...
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Grain Traders Approach Record Bearish Levels

Grain Traders Approach Record Bearish Levels

05/16/2024
Prefer to listen to this article? Please click the play button above. The article below is an excerpt from our Q4 2023 commentary. Over the last sixteen months, weak grain prices have left traders...
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[Interview] Valuable Insights on Investing in Gold, Silver & Bitcoin

[Interview] Valuable Insights on Investing in Gold, Silver & Bitcoin

05/08/2024
Where does G&R stand on Bitcoin? Does Bitcoin deserve a place in a diversified portfolio along with gold? Adam Rozencwajg, CFA, answers these questions and many more on investing in gold, silver and...
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New Copper Technologies

New Copper Technologies

05/03/2024
The article below is an excerpt from our Q4 2023 commentary. Copper demand was extremely strong in 2023, growing 7.3% year-on-year over the first ten months, according to the World Bureau of Metal...
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Uranium Mine Supply Faces Challenges

Uranium Mine Supply Faces Challenges

04/24/2024
The article below is an excerpt from our Q4 2023 commentary. On January 12th, Kazatomprom, the publicly traded Kazakh national uranium company, shocked the markets by announcing it could not meet...
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[Interview] Will EVs Succeed? Efficiency, Emissions and a Potential Catalyst

[Interview] Will EVs Succeed? Efficiency, Emissions and a Potential Catalyst

04/17/2024
Electric vehicles (EVs) have been widely hailed as a key part of the transition to green energy, but are they helping as much as we think they are? Adam Rozencwajg, CFA, spoke with Charlotte McLeod...
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