Goehring & Rozencwajg's Managing Partner Adam Rozencwajg, CFA, joined MacroVoices host Erik Townsend to discuss the Energy, Gold, Copper and Uranium markets.

[Podcast] MacroVoices: A discussion around Energy, Gold, Copper and Uranium

04/14/2023

Adam Rozencwajg, CFA, Managing Partner at Goehring & Rozencwajg, recently joined MacroVoices host Erik Townsend to discuss the energy, gold, copper, and uranium markets.  This recent discussion..

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Natural Resources Market Commentary - Q4 2022

Natural Resources Market Commentary

03/24/2023

The article below is an excerpt from our Q4 2022 commentary.Commodity prices rebounded in Q4. Natural resource-related equities were firm.Investors came back into commodity-related markets, hoping..

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Why Nuclear Power is a Solution to Our Energy Needs

Why Nuclear Power is a Solution to Our Energy Needs

09/09/2022

The article below is an excerpt from our Q2 2022 commentary. The pendulum continued to swing in favor of nuclear power during Q2. The Russian invasion of Ukraine has put national energy security..

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Uranium and nuclear power can be more complex than other commodities, so we provide some background.

Russia and the Uranium Fuel Cycle

07/21/2022

The article below is an excerpt from our Q1 2022 commentary. Uranium prices surged during Q1. Spot uranium advanced 26% from $42 to $53 per pound while the quoted term price rose 19% from $42 to $50..

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