Uranium

[Interview] Leigh Goehring: Gold’s Bull Market Begins; Uranium & Copper Outlook

[Interview] Leigh Goehring: Gold’s Bull Market Begins; Uranium & Copper Outlook

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...
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Uranium: A Drama in the Making

Uranium: A Drama in the Making

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...
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Natural Resources Market Commentary

Natural Resources Market Commentary

10/08/2024
The article below is an excerpt from our Q2 2024 commentary. Investors showed little interest in commodities and natural resource equities in the second quarter. The A.I. frenzy continues to...
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Uranium Markets: A Drama in the Making

Uranium Markets: A Drama in the Making

08/21/2024
Prefer to listen to this article? Please click the play button above. "Uranium Fever Backed by Bill Gates Betting on Nuclear Energy"~ Bloomberg 7/09/2024"One of The Last Holdouts, Australia Weighs...
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[Interview] Commodities Have 'Never, Ever' Been More Undervalued Than Today

[Interview] Commodities Have 'Never, Ever' Been More Undervalued Than Today

05/29/2024
Leigh Goehring, Managing Partner at G&R and a seasoned investor in natural resources, recently shared his wealth of experience on the Commodity Culture podcast. His message is clear: the time to dive...
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Uranium Mine Supply Faces Challenges

Uranium Mine Supply Faces Challenges

04/24/2024
The article below is an excerpt from our Q4 2023 commentary. On January 12th, Kazatomprom, the publicly traded Kazakh national uranium company, shocked the markets by announcing it could not meet...
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Is Gas the New Uranium?

Is Gas the New Uranium?

04/11/2024
The article below is an excerpt from our Q4 2023 commentary. Five years ago, we became uranium bulls. We explained how the market had quietly slipped into a structural deficit, with reactor demand...
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Natural Resources Market Overview

Natural Resources Market Overview

03/21/2024
The article below is an excerpt from our Q4 2023 commentary. Commodities were mixed during the fourth quarter. The Goldman Sachs Commodity Index (GSCI), heavily weighted toward energy, fell by a...
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[Podcast] Convince Me in 15 Minutes... That Uranium is in a Bull Market.

[Podcast] Convince Me in 15 Minutes... That Uranium is in a Bull Market.

03/07/2024
Challenge Accepted: Convince Me in 15 Minutes That Uranium is in a Bull Market. Joining the engaging podcast, Convince Me in 15 Minutes, Adam Rozencwajg makes a compelling argument for the promising...
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The Norwegian Illusion

The Norwegian Illusion

02/28/2024
The article below is an excerpt from our Q4 2023 commentary. “Electric vehicles (EVs) are pilling up on lots across the country as the green revolution hits a speed bump, data show.” ~ USA Today,...
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