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...
![[Podcast] Adam Rozencwajg joins Money Life with Chuck Jaffe](https://blog.gorozen.com/hubfs/Blog/2023%20Blogs/2023.12%20GR%20Blog%20%23377-%20Money%20Life%20Podcast%20-%20Twitter.png)
Adam Rozencwajg, CFA, Managing Partner at Goehring & Rozencwajg, joined "Money Life with Chuck Jaffee" to discuss investing in natural resources and commodities in today's market. We invite you to...
![[Podcast] What is Happening in the Energy Markets?](https://blog.gorozen.com/hubfs/Blog/2023%20Blogs/2023.11%20GR%20Blog%20%23375-%20WTFinance%20Podcast.png)
What is happening in the energy markets? Why is there an underinvestment in energy over the past decade? What is the risk of price fluctuations? What does this mean for prices? Adam Rozencwajg, CFA,...
![[HC Insider Podcast] Renewables, Natural Gas and Nukes](https://blog.gorozen.com/hubfs/Blog/2023%20Blogs/2023.11%20GR%20Blog%20%23374-%20HC%20Insider%20Podcast%20-%20Twitter.png)
In 2023, renewables are grappling with rising costs and higher interest rates. The perception of nuclear power in the energy transition is shifting. Is this a long-term change? Natural gas remains a...
![[Podcast] How Do You Solve A Problem Like Inflation?](https://blog.gorozen.com/hubfs/Blog/2023%20Blogs/2023.11%20GR%20Blog%20%23373-%20Grant%20Williams%20Podcast.png)
In this episode of The Super Terrific Happy Hour podcast, Stephanie Pomboy and Grant Williams are joined by a panel of guests to discuss the macro environment as it pertains to inflation and how each...
![[INTERVIEW] Uranium at Inflection Point, Will Get Completely Out of Hand](https://blog.gorozen.com/hubfs/Blog/2023%20Blogs/2023.10%20G%26R%20Blog%20%23372%20-%20Uranium%20Stock%20Market%20%281%29.png)
"I think that it's entirely plausible to see uranium at US$300 in a spike," ~Adam Rozencwajg, Managing Partner, Goehring & Rozencwajg Adam Rozencwajg joined Charlotte McLeod of the Investing News...
![[INTERVIEW] Geopolitical Risk within Natural Resources Markets](https://blog.gorozen.com/hubfs/Blog/2023%20Blogs/2023.09%20G%26R%20Blog%20%23369-%20Lykeion%20interview%20.png)
In this episode, Adam Rozencwajg joined Jacob Shapiro of the Lykeion Channel for an inaugural episode of "The Geopolitics of Commodities".Adam and Jacob discuss a wide range of topics including...
![[INTERVIEW] The Next Opportunity: Are We in a Commodity Supercycle?](https://blog.gorozen.com/hubfs/Blog/2023%20Blogs/2023.08%20G%26R%20Blog%20%23363%20-%20UBS%20%20Interview%20-%20Adam%20Rozencwajg.png)
Are we in a commodity supercycle? In this episode, Adam Rozencwajg, Managing Partner at G&R, joined UBS's Paul Stefansson to explore the future of the commodity market and how the energy transition...
![[Podcast] MacroVoices - Global Food Crisis Update ft. Leigh Goehring](https://blog.gorozen.com/hubfs/Blog/2023%20Blogs/2023.07%20GR%20Blog%20%23362%20-%20Leigh%20Goehring%20Interview%20MacroVoices.png)
Leigh Goehring, Managing Partner at G&R, recently joined the MacroVoices podcast, hosted by Erik Townsend and Patrick Ceresna, to provide an insightful update on the global food crisis. This crisis...
"From a supply perspective (regarding the energy market) I think we are at a very dangerous and important inflection point right now -- and that's because the shale basins which heretofore have been...