![[Podcast] MacroVoices: A discussion around Energy, Gold, Copper and Uranium](https://blog.gorozen.com/hubfs/Blog/2023%20Blogs/2023.04%20GR%20Blog%20%23348%20-%20MacroVoices%20-%20LinkedIn.png)
Adam Rozencwajg, CFA, Managing Partner at Goehring & Rozencwajg, recently joined MacroVoices host Erik Townsend to discuss the energy, gold, copper, and uranium markets. This recent discussion...
The article below is an excerpt from our Q4 2022 commentary.Our Q1 2022 letter explained why North American natural gas prices would surge. After making a 25-year low of $1.48 per mmcf in June 2020,...
The article below is an excerpt from our Q4 2022 commentary.We believe investors are being far too complacent about oil markets.After making a 14-year high of $130 per barrel in March, prices have...
The article below is an excerpt from our Q4 2022 commentary.Commodity prices rebounded in Q4. Natural resource-related equities were firm.Investors came back into commodity-related markets, hoping...
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...
Several state treasurers have withdrawn billions of dollars worth of investment assets from managers over ESG concerns in recent months.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...
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](https://blog.gorozen.com/hubfs/Calls,%20Webinars%20and%20Investor%20Day/2022.11%20Investor%20Day%202022/2022.11%20Investor%20Day%202022%20-%20Access%20Replay.png)
Goehring & Rozencwajg hosted afascinating one-day live eventto discusshow 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](https://blog.gorozen.com/hubfs/Blog/2022.11%20GR%20Blog%20%23335%20-%20Podcast%20%20-%20LinkedIn.png)
“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...
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...