Managing Partners Leigh Goehring and Adam Rozencwajg recently hosted a video webinar that was viewed live by over 1,300 people.
During the event, they discussed the outlook for different natural resources including oil, natural gas, uranium and copper as well as other factors affecting investors such as the invasion of Ukraine and inflation.
If you missed the live call, here is your chance to watch the replay, which includes in-depth color on:
- The ongoing energy crisis globally
- How recent developments in the Ukraine are impacting resource markets
- Why ESG pressures will lead to a bigger and longer sustained rally
- Whether inflation is here to stay
- When high prices will start impacting demand
We hope our webinar that took place on March 9th, 2022, provides you with a deeper understanding of the current landscape for natural resource equities as well as our approach to harnessing those opportunities.