--- title: G&R Blog | Podcast description: Podcast | Stay informed with natural resources market insights from Goehring & Rozencwajg Associates. --- [![GoRozen logo](https://blog.gorozen.com/hs-fs/hubfs/Gorozen_July2023/images/629a25c15755c930be0d624f_GoRozen-logo-horizontal-web.png?width=444&height=79&name=629a25c15755c930be0d624f_GoRozen-logo-horizontal-web.png "GoRozen logo")](https://www.gorozen.com/) - FIRM - [HOME](https://www.gorozen.com/) - [ABOUT](https://www.gorozen.com/about) - [TEAM](https://www.gorozen.com/team) - CONTENT - [COMMENTARIES](https://www.gorozen.com/commentaries) - [BLOG](https://blog.gorozen.com/blog) - [PODCASTS](https://www.gorozen.com/podcasts) - HOW TO INVEST - [MUTUAL FUND](https://www.gorozen.com/gr-funds) - [CONFERENCE](https://conference.gorozen.com/) - [CONTACT](https://www.gorozen.com/contact) [access latest research](https://www.gorozen.com/commentaries) # G&R Blog ## Podcast [![(PODCAST) What the Market May Be Missing in Energy and Natural Resources](https://blog.gorozen.com/hubfs/Blog/2026%20Blogs/2026.10%20GR%20Barrons%20interview%20-%20Podcast.png)](https://blog.gorozen.com/blog/podcast-what-the-market-may-be-missing-in-energy-and-natural-resources) ### [(PODCAST) What the Market May Be Missing in Energy and Natural Resources](https://blog.gorozen.com/blog/podcast-what-the-market-may-be-missing-in-energy-and-natural-resources) 10/02/2026 Commodity markets have a way of making the consensus look most comfortable just as the underlying fundamentals begin to change. Adam Rozencwajg recently joined Barron’s Live with Senior Managing... [Read More →](https://blog.gorozen.com/blog/podcast-what-the-market-may-be-missing-in-energy-and-natural-resources) [![Podcast: The Oil Supply Shock Hiding in Plain Sight](https://blog.gorozen.com/hubfs/Blog/2026%20Blogs/_2026.09%20GR%20Podcast%20with%20Adam%20and%20Chris%20Martenson.png)](https://blog.gorozen.com/blog/podcast-the-oil-supply-shock-hiding-in-plain-sight) ### [Podcast: The Oil Supply Shock Hiding in Plain Sight](https://blog.gorozen.com/blog/podcast-the-oil-supply-shock-hiding-in-plain-sight) 09/10/2026 What if the oil market is sending a more serious warning than headline crude prices suggest? Goehring & Rozencwajg Managing Partner Adam Rozencwajg recently joined Chris Martenson on Peak Financial... [Read More →](https://blog.gorozen.com/blog/podcast-the-oil-supply-shock-hiding-in-plain-sight) [![Why Haven't the Tanks Run Dry? What Investors Are Missing in Oil.](https://blog.gorozen.com/hubfs/2026.07%20GR%20Interim%20Oil%20Update.png)](https://blog.gorozen.com/blog/why-havent-the-tanks-run-dry) ### [Why Haven't the Tanks Run Dry? What Investors Are Missing in Oil.](https://blog.gorozen.com/blog/why-havent-the-tanks-run-dry) 08/07/2026 Click the image below to watch Adam Rozencwajg’s oil market update, or continue reading below. An Interim Oil Market Update Today we're... [Read More →](https://blog.gorozen.com/blog/why-havent-the-tanks-run-dry) [![Commodity Outlook in the Wake of the U.S.-Iran War](https://blog.gorozen.com/hubfs/Blog/2026%20Blogs/2026.07%20GR%20Blog%20-%20Adam%20on%20podcast%20-%20Alpine%20Macro.png)](https://blog.gorozen.com/blog/commodity-outlook-in-the-wake-of-the-us-iran-war) ### [Commodity Outlook in the Wake of the U.S.-Iran War](https://blog.gorozen.com/blog/commodity-outlook-in-the-wake-of-the-us-iran-war) 07/24/2026 A central theme of Adam’s discussion: successful commodity investing requires separating market sentiment from underlying fundamentals. Is the commodity bull market already mature—or are we still in... [Read More →](https://blog.gorozen.com/blog/commodity-outlook-in-the-wake-of-the-us-iran-war) [![Adam Rozencwajg on Money Life: Why Today's Oil Shock May Be Only the Beginning](https://blog.gorozen.com/hubfs/Blog/2026%20Blogs/2026.06%20GR%20Blog%20-%20Adam%20on%20podcast%20-%20Money%20Life%20with%20Chuck%20Jaffe.png)](https://blog.gorozen.com/blog/adam-rozencwajg-on-money-life-why-todays-oil-shock-may-be-only-the-beginning) ### [Adam Rozencwajg on Money Life: Why Today's Oil Shock May Be Only the Beginning](https://blog.gorozen.com/blog/adam-rozencwajg-on-money-life-why-todays-oil-shock-may-be-only-the-beginning) 06/11/2026 Investors have spent weeks watching the developments in global energy markets unfold in real-time. Yet the most important question may not be what's happening today—but what happens next.Recently,... [Read More →](https://blog.gorozen.com/blog/adam-rozencwajg-on-money-life-why-todays-oil-shock-may-be-only-the-beginning) [![MarketWatch: Why the Current Oil Crisis Could Haunt Markets for Years](https://blog.gorozen.com/hubfs/Blog/2026%20Blogs/2026.06%20MarketWatch%20Interview%20ft.%20Adam%20Rozencwajg%2c%20CFA%20Managing%20Partner%20(1).png)](https://blog.gorozen.com/blog/marketwatch-why-the-current-oil-crisis-could-haunt-markets-for-years) ### [MarketWatch: Why the Current Oil Crisis Could Haunt Markets for Years](https://blog.gorozen.com/blog/marketwatch-why-the-current-oil-crisis-could-haunt-markets-for-years) 06/04/2026 Oil prices have surged as disruptions in the Strait of Hormuz impact global crude flows and tighten near-term supply conditions.While many investors expect the situation to normalize once the Strait... [Read More →](https://blog.gorozen.com/blog/marketwatch-why-the-current-oil-crisis-could-haunt-markets-for-years) [![(Podcast) Capital Cycles and the Next Commodity Bull Market](https://blog.gorozen.com/hubfs/Blog/2026%20Blogs/2026.05%20Windrose%20Podcast%20ft.%20Adam%20Rozencwajg%2c%20CFA%20Managing%20Partner.png)](https://blog.gorozen.com/blog/capital-cycles-and-the-next-commodity-bull-market) ### [(Podcast) Capital Cycles and the Next Commodity Bull Market](https://blog.gorozen.com/blog/capital-cycles-and-the-next-commodity-bull-market) 05/20/2026 In a market increasingly driven by geopolitics, capital scarcity, and structural supply constraints, the energy conversation is shifting fast. In a recent conversation with Windrose Advisors CIO... [Read More →](https://blog.gorozen.com/blog/capital-cycles-and-the-next-commodity-bull-market) [![(Podcast) Energy Shock, Oil Markets & the New Commodity Cycle with Adam Rozencwajg](https://blog.gorozen.com/hubfs/Blog/2026%20Blogs/2026.05%20Goldrock%20Podcast%20ft.%20Adam%20Rozencwajg%2c%20CFA%20Managing%20Partner%20(1).png)](https://blog.gorozen.com/blog/podcast-energy-shock-oil-markets-the-new-commodity-cycle-with-adam-rozencwajg) ### [(Podcast) Energy Shock, Oil Markets & the New Commodity Cycle with Adam Rozencwajg](https://blog.gorozen.com/blog/podcast-energy-shock-oil-markets-the-new-commodity-cycle-with-adam-rozencwajg) 05/15/2026 “The market may be underestimating energy risk.” Goehring & Rozencwajg Managing Partner Adam Rozencwajg recently joined Goldrock Capital’s Definitely Uncertain: The Private Wealth Podcast for a... [Read More →](https://blog.gorozen.com/blog/podcast-energy-shock-oil-markets-the-new-commodity-cycle-with-adam-rozencwajg) [![(Podcast) The Greatest Energy Shock in History is Unfolding](https://blog.gorozen.com/hubfs/2026.05%20Peak%20Prosperity%20Podcast%20ft.%20Adam%20Rozencwajg%2c%20CFA%20Managing%20Partner%20(1200%20x%20628%20px).png)](https://blog.gorozen.com/blog/podcast-the-greatest-energy-shock-in-history-is-unfolding) ### [(Podcast) The Greatest Energy Shock in History is Unfolding](https://blog.gorozen.com/blog/podcast-the-greatest-energy-shock-in-history-is-unfolding) 05/08/2026 Global energy markets may be facing deeper structural supply constraints than current pricing suggests.In this podcast discussion with Peak Prosperity, Adam Rozenwajg, CFA, Managing Partner of... [Read More →](https://blog.gorozen.com/blog/podcast-the-greatest-energy-shock-in-history-is-unfolding) [![(Podcast) Gold, Silver vs. Energy — Where I'm Focusing Now](https://blog.gorozen.com/hubfs/Blog/2026%20Blogs/2026.04%20Investing%20News%20Network%20Interview%20-%20Adam%20Rozencwajg.png)](https://blog.gorozen.com/blog/podcast-gold-silver-vs-energy-where-we-are-focusing-now) ### [(Podcast) Gold, Silver vs. Energy — Where I'm Focusing Now](https://blog.gorozen.com/blog/podcast-gold-silver-vs-energy-where-we-are-focusing-now) 05/01/2026 The oil market may be experiencing its biggest shock ever — and most investors aren’t positioned for it. In a recent interview with Charlotte McLeod of the Investing News Network, Adam Rozencwajg... [Read More →](https://blog.gorozen.com/blog/podcast-gold-silver-vs-energy-where-we-are-focusing-now) [All posts](https://blog.gorozen.com/blog/all) This quarter's ## Natural Resource Market Commentary [DOWNLOAD NOW](http://gorozen.com/research/commentaries) Stay informed with Natural Resource Market Insights Goehring & Rozencwajg Associates, LLC. The information provided on this website is intended to provide the investor with an introduction to Goehring & Rozencwajg Associates, LLC. Nothing on this website should be construed as a solicitation offer, or recommendation to buy or sell any security or as an offer to provide advisory services. Information on this website is intended only for United States citizens and residents. Nothing contained on this website constitutes investment, legal, tax, or other advice nor should be relied upon in making an investment or other decision. Investors should always obtain and read an up-to-date investment services description or prospectus before deciding whether to appoint an investment advisor or to invest in a fund. This material may include estimates, outlooks, projections and other “forward-looking statements.” Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed. Investing entails risks, including possible loss of principal. Investments concentrated in natural resources involve a higher degree of risk than more diversified strategies. **Past performance is no guarantee of future results.** Investment process, strategies, philosophies, portfolio composition and allocations, security selection criteria and other parameters are current as of the date indicated and are subject to change without prior notice. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology-to the extent applicable). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm. Certain links may let you leave the Adviser’s website. The linked websites are not under the control of the Adviser, and we are not responsible for the content of any linked website, or any link contained in a linked website, or any changes or updates to such websites. Adviser is providing these links to you only as a convenience, and the inclusion of any link does not imply endorsement, investigation, verification or monitoring by us of such third-party website. Any references to outside data, opinions or content are listed for informational purposes only and have not been verified for accuracy by the Adviser.  Third-party views, opinions or forecasts do not necessarily reflect those of the Adviser or its employees. Unless stated otherwise, any mention of specific securities or investments is for illustrative purposes only. Adviser's clients may or may not hold the securities discussed in theri portfolios. Adviser makes no representations that any of the securities discussed have been or will be profitable. - [ADV Part 3 - Form CRS](https://blog.gorozen.com/hubfs/Compliance%20Files/Goehring%20%26%20Rozencwajg%20Associates%20CRS%20Form%20ADV%20Part%203.pdf) - [Cookie Policy](https://blog.gorozen.com/hubfs/Compliance%20Files/G%26R%20Cookie%20Policy.pdf) - [Privacy Policy](https://blog.gorozen.com/hubfs/Compliance%20Files/G%26R%20Website%20Privacy%20Policy.pdf) Goehring & Rozencwajg Associates LLC © 2023