The article below is an excerpt from our Q1 2025 commentary. “In just 15 years, shale companies have increased U.S. oil production by about 8 million barrels of oil a day. The boom reduced the...
We believe a global monetary reset is underway—with gold at the center. In our view, this shift is setting the stage for a commodity supercycle that could far surpass what most investors expect.We...
Commodities are poised for a significant rise due to macroeconomic shifts, potential monetary regime changes, and the depletion paradox is now patrolling the US shale oil patch. In this insightful...
In a fascinating discussion, Adam Rozencwajg joined host Grant Williams on The Grant Williams Podcast to delve into the intricate world of commodity markets and their far-reaching implications for...
Adam Rozencwajg joined the Top Traders Unplugged podcast with hosts Niels Kaastrup-Larsen and Cem Karsan to tackle a pressing issue: the potential for an imminent monetary regime shift. The...
Adam Rozencwajg, CFA, Managing Partner at Goehring & Rozencwajg, joined the Peak Prosperity podcast, hosted by Dr. Chris Martenson to offer a contrarian investing perspective, showing how spotting...
Leigh Goehring and Adam Rozencwajg, CFA, joined Jesse Day of VRIC Media and dived deep into the commodities markets, offering insights into key trends and investment opportunities. Key takeaways from...
Nuclear Power is Back—and Bigger Than Ever! Once a symbol of fear, nuclear energy is now the solution to our climate crisis. Big names like Microsoft, Google, Amazon, and Meta are diving into the...
Q3 2024 natural resources saw volatility: Natural gas inventories fell, oil faced a contrarian opportunity, coal stocks rebounded, precious metals surged, uranium saw supply concerns &...
As Natural Resource Investors, our goal is to keep you updated on the latest developments in the commodities and natural resources sectors, empowering you to make well-informed investment decisions....