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...
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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...
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...
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...
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 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.” ...