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..

The Oil Crisis is Unfolding in Slow Motion


The article below is an excerpt from our Q4 2021 commentary. 

“The world has already passed ‘peak oil’ demand, according to Carbon Brief analysis of the latest energy outlook from oil major BP.” ..

Natural Resources: Inflation, Capital Cycles and ESG Distortions


Inflation is now running at 40-year highs. Natural resource stocks were top performers in 2021 and their leadership has continued into 2022.Could the 40-year bull market in bonds be coming to an end?

The Incredible Shrinking Oil Majors – Part II


“Chevron Girds for Activist Challenge After Exxon’s Proxy Battle Defeat” Wall Street Journal, September 3, 2021“Exxon Debates Abandoning Some of Its Biggest Oil and Gas Projects” Wall Street Journal,..

The Energy Crisis is Here - What's Coming Next?


“Europe’s Energy Crunch Sparks Panic in Asia and Dash to Buy Fuel” Bloomberg, September 16, 2021“Europe’s Energy Crisis Is Coming for the Rest of the World, Too” Bloomberg, September 27, 2021..

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