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...
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...
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 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...
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](https://blog.gorozen.com/hubfs/Blog/2022.05%20GR%20Blog%20%23315%20-%20LinkedIn.png)
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,...
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...
Tensions between Russia and Ukraine have thrown oil and gas prices into focus, but an energy crisis has been brewing for much longer than the war has been going on.In an interview with Investing News...
![[Podcast] Financial Sense: Adam Rozencwajg on the Post-Invasion Outlook for Energy and Commodities](https://blog.gorozen.com/hubfs/Blog/Meet%20the%20Team/2022.04%20GR%20Blog%20%23312%20-%20Financial%20Sense%20Podcast%20-%20LinkedIn.png)
Massive price spikes are occurring in a number of critical commodities after Russia's invasion of Ukraine.In this Financial Sense Newshour Podcast (recorded March 8, 2022), Adam Rozencwajg shares an...
The article below is an excerpt from our Q4 2021 commentary. Without US liquefied natural gas (LNG), Europe may well have frozen literally to death this winter. We believe what is happening with...