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...
![[Podcast] Convince Me in 15 Minutes... That Uranium is in a Bull Market.](https://blog.gorozen.com/hubfs/Blog/2024%20Blogs/2024.03%20GR%20Blog%20%23391-%20Convince%20Me%20in%2015%20Min%20-%20Twitter.png)
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...
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,...
The article below is an excerpt from our Q3 2023 commentary. There are notable similarities between the uranium market twelve months ago and today’s oil market. Almost overnight, uranium went from...
The article below is an excerpt from our Q3 2023 commentary. In 2018, uranium assets were widely considered to be stranded assets. Following the 2011 Japanese earthquake and tsunami, utilities...
As Natural Resource Investors, we aim to keep investors informed of what is happening in the commodities and natural resources sectors so that you can make informed investment decisions. In 2023, a...
![[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...
The article below is an excerpt from our Q2 2023 commentary. Why has uranium rallied while every other energy commodity has collapsed? Over the past twelve months, spot uranium advanced 12% while...
The article below is an excerpt from our Q2 2023 commentary. Commodities and related natural resource markets were broadly weak in the second quarter. Investors remained concerned about a global...