Oil

Natural Gas Markets on the Verge

Natural Gas Markets on the Verge

10/05/2023
The article below is an excerpt from our Q2 2023 commentary. In our view, natural gas prices are reaching a turning point. Gas spiked to decade highs last spring following Russia’s invasion of...
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The Coming Surge: Oil’s Bullish Horizon Amid Investor Apathy

The Coming Surge: Oil’s Bullish Horizon Amid Investor Apathy

09/29/2023
The article below is an excerpt from our Q2 2023 commentary. We believe oil is on the verge of a sharp rally. As we write this, West Texas Intermediate and Brent trade for $84 and $87 per barrel,...
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Top 3 Goehring & Rozencwajg Posts of 2023

Top 3 Goehring & Rozencwajg Posts of 2023

07/10/2023
We're halfway through the year, so we thought it would be a perfect time for us to pause and reflect on our written works. Below are the three most viewed blog posts for the year 2023 so far. Thank...
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The Permian Basin Is Depleting Faster Than We Thought

The Permian Basin Is Depleting Faster Than We Thought

06/30/2023
The article below is an excerpt from our Q1 2023 commentary.The most crucial development in global oil markets is depletion in the Permian basin. We first warned about this in 2018, predicting the...
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Hubbert's Peak is Finally Here

Hubbert's Peak is Finally Here

06/15/2023
The article below is an excerpt from our Q1 2023 commentary.Conventional oil production has now unequivocally rolled over. Unconventional production, the only source of growth in global oil supply...
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Weather Presents a Natural Gas Buying Opportunity

Weather Presents a Natural Gas Buying Opportunity

04/05/2023
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,...
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Why Oil Markets Will Outperform Expectations in 2023 

Why Oil Markets Will Outperform Expectations in 2023 

03/31/2023
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...
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Natural Resources Market Commentary

Natural Resources Market Commentary

03/24/2023
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...
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Podcast: Have We Reached Peak Shale?

Podcast: Have We Reached Peak Shale?

03/20/2023
Managing Partner Leigh Goehring was recently interviewed by Decouple Media.In this interview, they deep dive into fracking and shale, the energy source that put Peak Oil concerns on the back burner...
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The Incredible Shrinking Super-Majors Part IV: What the Stock Market thinks of ESG 

The Incredible Shrinking Super-Majors Part IV: What the Stock Market thinks of ESG 

03/15/2023
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...
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