G&R Blog
24 FOLLOWERS
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
1w ago
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 ..read more
G&R Blog
1w ago
Electric vehicles (EVs) have been widely hailed as a key part of the transition to green energy, but are they helping as much as we think they are? Adam Rozencwajg, CFA, spoke with Charlotte McLeod ..read more
G&R Blog
2w ago
The article below is an excerpt from our Q4 2023 commentary. The biggest mystery in oil markets surrounds the apparent surge in US production. At the beginning of 2023, we predicted shale growth ..read more
G&R Blog
1M ago
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 ..read more
G&R Blog
1M ago
The article below is an excerpt from our Q4 2023 commentary. “Saudi Aramco Abruptly Drops Plans to Expand Oil Production,” ~ The New York Times, January 30, 2024 In an unexpected move, Aramco, the ..read more
G&R Blog
1M ago
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 ..read more
G&R Blog
1M ago
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 ..read more
G&R Blog
2M ago
The article below is an excerpt from our Q3 2023 commentary. Real interest rates and gold have always moved in opposite directions. When real interest rates rise, gold falls, and when real rates ..read more
G&R Blog
2M ago
Looking at the next 50 years, is the threat of Peak Cheap Oil fact or overblown fear? A month has passed since energy analyst Doomberg released his controversial report titled "Peak Cheap Oil Is A ..read more
G&R Blog
3M ago
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 ..read more