The article below is an excerpt from our Q4 2023 commentary. Five years ago, we became uranium bulls. We explained how the market had quietly slipped into a structural deficit, with reactor demand...
The article below is an excerpt from our Q4 2023 commentary. The biggest mystery in oil markets surrounds the apparent surge in US production. At the beginning of 2023, we predicted shale growth...
The article below is an excerpt from our Q4 2023 commentary. “Saudi Aramco Abruptly Drops Plans to Expand Oil Production,” ~ The New York Times, January 30, 2024 In an unexpected move, Aramco, the...
The article below is an excerpt from our Q4 2023 commentary. Commodities were mixed during the fourth quarter. The Goldman Sachs Commodity Index (GSCI), heavily weighted toward energy, fell by a...
![[Podcast] Convince Me in 15 Minutes... That Uranium is in a Bull Market.](https://blog.gorozen.com/hubfs/Blog/2024%20Blogs/2024.03%20GR%20Blog%20%23391-%20Convince%20Me%20in%2015%20Min%20-%20Twitter.png)
Challenge Accepted: Convince Me in 15 Minutes That Uranium is in a Bull Market. Joining the engaging podcast, Convince Me in 15 Minutes, Adam Rozencwajg makes a compelling argument for the promising...
The article below is an excerpt from our Q4 2023 commentary. “Electric vehicles (EVs) are pilling up on lots across the country as the green revolution hits a speed bump, data show.” ~ USA Today,...
The article below is an excerpt from our Q3 2023 commentary. There are notable similarities between the uranium market twelve months ago and today’s oil market. Almost overnight, uranium went from...
![[Podcast] Energy Demand is Massively Misunderstood, Here's Why We're Bullish](https://blog.gorozen.com/hubfs/Blog/2024%20Blogs/2024.02%20GR%20Blog%20%23388-Commodity%20Culture%20Podcast%20-%20Twitter.png)
"Wouldn't a recession and continued economic weakness reduce energy demand and thus be bearish for oil and gas prices?" This is a common question that frequently arises during discussions on the ...
![[Podcast] Peak Oil is Closer Than You Think](https://blog.gorozen.com/hubfs/Blog/2024%20Blogs/2024.02%20GR%20Blog%20%23387-%20Off%20the%20Cuff%20Podcast%20-%20Twitter.png)
The Permian shale oil basin is very close to peaking out. When it does, everything changes for the US and the world. "Everyone thought 2019 was the all-time high for Energy and Oil demand and that...
The article below is an excerpt from our Q3 2023 commentary. Real interest rates and gold have always moved in opposite directions. When real interest rates rise, gold falls, and when real rates...