Goehring & Rozencwajg

Our team has been investing in Natural Resources for over 30yrs. We share our research with the public. View important disclosures:

[Goehring & Rozencwajg @Go_Rozen]

Commodity markets tend to break when inventories get tight before a supply shock hits.

That may be what’s happening in energy today.

In "Could the Tanks Run Dry?", we explore:
• Tightening inventories
• Slowing shale growth
• Oil & LNG supply risks
• Commodity scarcity cycles
• Implications for inflation and investors

👉 Access the full commentary here: https://t.co/Xh8wwH9eLV

#Energy #Oil #Commodities #Macro #NaturalGas #Investing #Inflation

[Goehring & Rozencwajg @Go_Rozen]

🌟 NEW RESEARCH AVAILABLE!
A historic energy shock may be unfolding.

In our latest quarterly commentary, "Could the Tanks Run Dry?", we examine why the closure of the Strait of Hormuz could expose a far tighter oil & LNG market than investors realize.

Topics include:
• Energy supply shocks
• Tightening inventories
• Slowing shale growth
• Commodity bull markets
• Inflation & energy security

👉 Access the full commentary here: https://t.co/V7ZNkdfGLN

#Energy #Oil #Commodities #NaturalGas #Macro #Investing #Inflation #EnergySecurity

[Goehring & Rozencwajg @Go_Rozen]

🎙️ Commodity markets are cyclical. Capital cycles may be the real driver.

Adam Rozencwajg of G&R joined Windrose Advisors CIO Gildas Quinquis to discuss energy markets, oil, gold, underinvestment, and why natural resources may still be in the early innings of a broader commodity bull market.

🎧👉 Listen to the full discussion here: https://t.co/a9Qt5UgUhl
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#Energy #Commodities #Investing #Oil #NaturalGas #Macro #Inflation

[Goehring & Rozencwajg @Go_Rozen]

🎙️What if today’s energy risks are structural — not cyclical?

Adam Rozencwajg joined Goldrock Capital’s “Definitely Uncertain” podcast to discuss why energy markets may be structurally tighter than investors appreciate — and what that could mean for inflation, commodities, and portfolio positioning.

Topics included:
- Oil supply constraints
- Energy security & geopolitics
- Underinvestment in oil & gas
- Why G&R has rotated from gold into energy producers

🎧👉 Watch the full interview here: https://t.co/puSFA28abM

#Energy #Commodities #Macro #Investing

[Goehring & Rozencwajg @Go_Rozen]

🎙️Energy markets may be far tighter than widely believed.

In this podcast discussion with Peak Prosperity, Adam Rozencwajg discusses:
> shale production limits
> oil inventory realities
> chronic underinvestment
> why commodities may be entering a new bull cycle

🎧 Listen to the full episode: "The Greatest Energy Shock in History is Unfolding" https://t.co/jaBTEJ2JzE
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#Oil #Energy #Commodities #NaturalGas #Macro #Investing #Shale #OilMarkets

[Goehring & Rozencwajg @Go_Rozen]

🎙️Energy is back in focus—but positioning may still lag.

In this interview, Adam Rozencwajg breaks down what could be one of the largest oil market shocks in history—and why there may still be time to act.

Is capital rotating from gold & silver into energy?

🎧👉 Watch the full interview: https://t.co/GTN2dpLec3

#Energy #Oil #Commodities #Investing #Macro #Gold

[Goehring & Rozencwajg @Go_Rozen]

🎙️ Are we underestimating the commodities cycle?

CapEx hasn’t returned, supply remains tight, and positioning is still light.

Adam Rozencwajg breaks it down on Sprott Radio.

🎧👉Listen to the full conversation: https://t.co/WcTIgHDEuH
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#Commodities #Gold #Energy #Macro #Investing

[Goehring & Rozencwajg @Go_Rozen]

🎙️ What comes next after the Iran crisis?

Adam Rozencwajg recently joined the MacroVoices podcast to break down oil dislocations, inflation, uranium, gold, and broader commodity market dynamics.

The bigger story may be beneath the surface.

🎧👉 Read more + listen: https://t.co/c9bCVOKfmF
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#MacroVoices #Commodities #EnergyMarkets #NaturalResources #Inflation

[Goehring & Rozencwajg @Go_Rozen]

(New Video) Has the commodity bull market already begun?

Most commodities are far below real highs, and valuations vs equities are near century lows.

Adam Rozencwajg, CFA, explains why the cycle may still be in the early innings.

👉 Watch this brief 3-minute video: https://t.co/fuYRCHfJAr

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#Commodities #Investing #Macro #Energy #Inflation #ValueInvesting

[Goehring & Rozencwajg @Go_Rozen]

‼️ 20% of global oil supply—offline.

The Strait of Hormuz disruption may be the largest physical supply shock in history.

For investors, the question isn’t what happened—it’s what it reveals about market positioning.

👉 Watch Adam Rozencwajg explain in this brief 4-minute video: https://t.co/5zJALGuDAe
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#Oil #EnergyMarkets #Investing #PortfolioStrategy

[Goehring & Rozencwajg @Go_Rozen]

The Strait of Hormuz is closed—~20% of global oil supply disrupted.

Crude spiked, refining margins widened, energy equities under pressure.

What does it mean for portfolios? Our latest article breaks it down.

👉 Read here - "The Hormuz Supply Shock": https://t.co/ModFq9v1Ix

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#Oil #EnergyMarkets #Investing #PortfolioStrategy #Macro #Commodities #RIA

[Goehring & Rozencwajg @Go_Rozen]

‼️ NEW RESEARCH! A historic energy shock may be unfolding.

The effective closure of the Strait of Hormuz is disrupting ~20% of global oil production and LNG trade.

In our new research, “When the Strait Closed,” we examine what this could mean for the commodity cycle and natural resource markets.

👉 Download the full letter: https://t.co/T1EzOcaBzZ

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#Commodities #EnergyMarkets #NaturalResources #MacroInvesting #EnergyInvesting

[Goehring & Rozencwajg @Go_Rozen]

↗️ Uranium demand is set to surge.
But supply is quietly deteriorating.

Cuts from Kazatomprom.
Lower guidance at Cameco.
Execution risk at Rook.

The uranium supply deficit may widen faster than expected.

👉 Read full breakdown: https://t.co/R2bTcx4sWP
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#Uranium #Commodities #NuclearEnergy #EnergyInvesting

[Goehring & Rozencwajg @Go_Rozen]

🎙️ New podcast discussion on macro shifts and commodities:
• Carry trade dynamics
• Volatility and market structure
• Gold, oil & natural gas supply trends

A thoughtful conversation for investors following energy and real assets.

🎧 👉 Listen here: https://t.co/zhU5Gl8RPk
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#Commodities #Macro #Energy #Gold #Oil
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[Goehring & Rozencwajg @Go_Rozen]

Gold and silver aren’t just a trade.
Leigh Goehring explains why precious metals may be the last line of defense against inflation, rising debt, and quiet default.

Watch the full VRIC interview: https://t.co/NZ1sYR6wRL
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#Gold #Silver #Inflation #Macro #NaturalResources #Investors

[Goehring & Rozencwajg @Go_Rozen]

Consensus loves clean narratives.
Markets rarely cooperate.

We revisited our shale oil & gas views—what held, what didn’t, and what the data forced us to rethink. The conclusions challenge some common assumptions about U.S. gas supply.

🔎 It's worth a closer look. Read article: https://t.co/nG2ECYydA7
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#NaturalGas #EnergyInvesting #Commodities #Macro #Shale #Markets #NaturalResourcesInvestors

[Goehring & Rozencwajg @Go_Rozen]

Oil sentiment feels settled. History suggests that’s when it’s worth looking closer.

Shale growth is slowing, rates of depletion are rising, and even the IEA is revising long-term assumptions—yet energy remains largely abandoned by investors.

This article digs into the data behind the narrative.

👉 Read here: https://t.co/7GevtmemQY

#Oil #EnergyMarkets #Commodities #Investing #NaturalResources

[Goehring & Rozencwajg @Go_Rozen]

Venezuela has massive oil reserves—but producing them is another matter.

Heavy, sour crude + destroyed infrastructure + huge capital needs mean little supply returns without much higher prices —and years of patience.

Full essay 👇
https://t.co/d2xNSpeOIL

[Goehring & Rozencwajg @Go_Rozen]

📹 7-min video: Q3 2025 Market Commentary
Adam recaps why the “Carry Bubble” era may be ending. Gold led the last commodity bull market—could oil be next? Natural resources remain under-owned.

👉Watch here: https://t.co/pesKmI2s31
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#Investing #Markets #Commodities #NaturalResources #Oil

[Goehring & Rozencwajg @Go_Rozen]

Happy New Year from all of us at Goehring & Rozencwajg!
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#HappyNewYear #2026 #NaturalResourceInvestors