G&R Blog
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Stay informed with natural resources market insights, tips, news, and opinions from Goehring & Rozencwajg Associates. We are a fundamental research firm focused exclusively on contrarian natural resource investments with a team with over 30 years of dedicated resource experience.
G&R Blog
5d ago
The article below is an excerpt from our Q2 2023 commentary. Driven by concerns of an impending global recession, copper sentiment remained bearish during the second quarter. On the other hand ..read more
G&R Blog
2w ago
What is happening in the energy markets? Why is there an underinvestment in energy over the past decade? What is the risk of price fluctuations? What does this mean for prices? Adam Rozencwajg, CFA ..read more
G&R Blog
3w ago
In this episode of The Super Terrific Happy Hour podcast, Stephanie Pomboy and Grant Williams are joined by a panel of guests to discuss the macro environment as it pertains to inflation and how each ..read more
G&R Blog
3w ago
In 2023, renewables are grappling with rising costs and higher interest rates. The perception of nuclear power in the energy transition is shifting. Is this a long-term change? Natural gas remains a ..read more
G&R Blog
1M ago
"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 ..read more
G&R Blog
2M ago
The article below is an excerpt from our Q2 2023 commentary. In our view, natural gas prices are reaching a turning point. Gas spiked to decade highs last spring following Russia’s invasion of ..read more
G&R Blog
2M ago
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 ..read more
G&R Blog
2M ago
The article below is an excerpt from our Q2 2023 commentary. We believe oil is on the verge of a sharp rally. As we write this, West Texas Intermediate and Brent trade for $84 and $87 per barrel ..read more
G&R Blog
2M ago
The article below is an excerpt from our Q2 2023 commentary. Why has uranium rallied while every other energy commodity has.. Why has uranium rallied while every other energy commodity has collapsed? Over the past twelve months, spot uranium ..read more
G&R Blog
3M ago
The article below is an excerpt from our Q2 2023 commentary. Gold is no different than any other asset class: it becomes popular, rises in price, is overvalued, and ultimately represents a poor ..read more