Catastrophic Agriculture Markets


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


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

Magazine Covers Revisited


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


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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