Top 3 Blog Posts of 2022 from Natural Resource Investors


Over the past 30 months, energy prices went from an all-time record low (negative oil prices) to all-time record highs as strong demand and disappointing supply were complicated by the war in Ukraine.

Market Recap - Q3 2022


The article below is an excerpt from our Q3 2022 commentary.Inflation continued to surprise to the upside in Q3. Aggressive central bank tightening and ongoing worries over China’s “COVID-zero”..

Why Won't Energy Companies Drill?


The article below is an excerpt from our Q3 2022 commentary.The most pressing question facing oil markets is why US shale drilling remains so muted despite high prices. A simple question whose answer..

Hot Mics & Tepid Production


The article below is an excerpt from our Q2 2022 commentary.

"The Kingdom has announced an increase in its production capacity level to 13 million bpd, after which the Kingdom will not have any..

The Incredible Shrinking Oil Majors - Part III


The article below is an excerpt from our Q2 2022 commentary.Are you embarrassed as an American company that your production is going up while the European counterparts are going down…. Would you..

Goehring & Rozencwajg 2022 Investor Day


Goehring & Rozencwajg are pleased to invite all Institutional Investors, Advisors and friends of the firm to 2022 Investor Day on Thursday, November 3, in New York City.

Book Recommendations from Natural Resource Investors


"A reader lives a thousand lives before he dies."~George R. R. Martin 

Summer is a time to relax, reflect and if you are like us, continue to do more reading. As Natural Resource Investors, our..

Top 3 Goehring & Rozencwajg Posts of 2022


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..

Running Out of Spare Oil Capacity - What's Next?


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 Global Natural Gas Crisis is coming to North America


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..

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