Uranium
02/28/2025
Is gold poised for a breakout? Adam Rozencwajg, CFA, Managing Partner of Goehring & Rozencwajg joined the Investing News Network and shared his insights on where the precious metal stands in its...
02/13/2025
The article below is an excerpt from our Q3 2024 commentary. In the tumult of the global gold market, the past four years have unfolded as a clash of opposing forces. On one side, the steady...
01/30/2025
Leigh Goehring and Adam Rozencwajg, CFA, joined Jesse Day of VRIC Media and dived deep into the commodities markets, offering insights into key trends and investment opportunities. Key takeaways from...
01/23/2025
Nuclear Power is Back—and Bigger Than Ever! Once a symbol of fear, nuclear energy is now the solution to our climate crisis. Big names like Microsoft, Google, Amazon, and Meta are diving into the...
01/16/2025
Adam Rozencwajg, CFA, joined The Value Perspective Podcast, co-hosted by Juan Torres Rodriguez and Django Davidson from Hosking Partners. Together, they explore G&R’s deep value approach to...
01/09/2025
Q3 2024 natural resources saw volatility: Natural gas inventories fell, oil faced a contrarian opportunity, coal stocks rebounded, precious metals surged, uranium saw supply concerns &...
01/03/2025
As Natural Resource Investors, our goal is to keep you updated on the latest developments in the commodities and natural resources sectors, empowering you to make well-informed investment decisions....
12/13/2024
The article below is an excerpt from our Q4 2023 commentary. “How the world’s biggest offshore wind company was blown off course: Denmark’s Ørsted was once seen as a model for how oil and gas giants...
11/21/2024
Leigh Goehring, Managing Partner at Goehring & Rozencwajg, recently spoke with the Investing News Network about why G&R believes the gold bull market is just starting and shared his insights on the...
11/14/2024
The article below is an excerpt from our Q2 2024 commentary and was first published on August 22, 2024, ahead of Kazatomprom’s announcement on August 23rd. “Uranium Fever Backed by Bill Gates Betting...