Catastrophic Agriculture Markets

07/13/2022

The article below is an excerpt from our Q1 2022 commentary. 

World Bank warns of ‘human catastrophe’ food crisis.” - BBC News, April 20, 2022“Farmers are seeing prices for fertilizers skyrocket...

[Webinar Replay] G&R's Outlook on Energy and Inflation

03/18/2022

Managing Partners Leigh Goehring and Adam Rozencwajg recently hosted a video webinar that was viewed live by over 1,300 people.

Magazine Covers Revisited

03/03/2022

We rarely republish old essays but given its importance we felt the need to do so in this case. In April 2019, BusinessWeek published a cover story asking “Is Inflation Dead” with a picture of a dead..

Dispatch from the Road: Changes in Saudi Arabia

01/14/2022

We are currently in Riyadh, Saudi Arabia attending the inaugural Future Minerals Forum. This is our first dedicated research trip since COVID-19 and it has not disappointed. While most investors..

This quarter's

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