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...
The article below is an excerpt from our Q4 2022 commentary.Crude oil fundamentals are very tight and risk getting considerably tighter. Investors continue to starve energy companies of much-needed...
Managing Partner Adam Rozencwajg, CFA was recently interviewed on TD Ameritrade Network. During this 6-minute conversation, Adam touched based on: Why investors need to watch oil prices - (2023 is...
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.
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”...
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...
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 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 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.
"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...