![[Podcast] Convince Me in 15 Minutes... That Uranium is in a Bull Market.](https://blog.gorozen.com/hubfs/Blog/2024%20Blogs/2024.03%20GR%20Blog%20%23391-%20Convince%20Me%20in%2015%20Min%20-%20Twitter.png)
Challenge Accepted: Convince Me in 15 Minutes That Uranium is in a Bull Market. Joining the engaging podcast, Convince Me in 15 Minutes, Adam Rozencwajg makes a compelling argument for the promising...
The article below is an excerpt from our Q4 2023 commentary. “Electric vehicles (EVs) are pilling up on lots across the country as the green revolution hits a speed bump, data show.” ~ USA Today,...
The article below is an excerpt from our Q3 2023 commentary. There are notable similarities between the uranium market twelve months ago and today’s oil market. Almost overnight, uranium went from...
![[Podcast] Energy Demand is Massively Misunderstood, Here's Why We're Bullish](https://blog.gorozen.com/hubfs/Blog/2024%20Blogs/2024.02%20GR%20Blog%20%23388-Commodity%20Culture%20Podcast%20-%20Twitter.png)
"Wouldn't a recession and continued economic weakness reduce energy demand and thus be bearish for oil and gas prices?" This is a common question that frequently arises during discussions on the ...
![[Podcast] Peak Oil is Closer Than You Think](https://blog.gorozen.com/hubfs/Blog/2024%20Blogs/2024.02%20GR%20Blog%20%23387-%20Off%20the%20Cuff%20Podcast%20-%20Twitter.png)
The Permian shale oil basin is very close to peaking out. When it does, everything changes for the US and the world. "Everyone thought 2019 was the all-time high for Energy and Oil demand and that...
Looking at the next 50 years, is the threat of Peak Cheap Oil fact or overblown fear? A month has passed since energy analyst Doomberg released his controversial report titled "Peak Cheap Oil Is A...
As Natural Resource Investors, we aim to keep investors informed of what is happening in the commodities and natural resources sectors so that you can make informed investment decisions. In 2023, a...
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...
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,...
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...