Goehring & Rozencwajg

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": hubs.li/Q047JSwz0 -- #Oil #EnergyMarkets #Investing #PortfolioStrategy #Macro #Commodities #RIA

‼️ 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: hubs.li/Q046MWxw0 -- #Commodities #EnergyMarkets #NaturalResources #MacroInvesting #EnergyInvesting

↗️ 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: hubs.li/Q045PTd00 --- #Uranium #Commodities #NuclearEnergy #EnergyInvesting

🎙️ 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: hubs.li/Q044SZ8z0 -- #Commodities #Macro #Energy #Gold #Oil --

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: hubs.li/Q043Xsmq0 -- #Gold #Silver #Inflation #Macro #NaturalResources #Investors

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: hubs.li/Q03_JpnB0 --- #NaturalGas #EnergyInvesting #Commodities #Macro #Shale #Markets #NaturalResourcesInvestors

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: hubs.li/Q03-ZmCf0 #Oil #EnergyMarkets #Commodities #Investing #NaturalResources

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 👇 blog.gorozen.com/blog/venezuela…

📹 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: hubs.li/Q03ZT5P10 -- #Investing #Markets #Commodities #NaturalResources #Oil

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

Gold led. Now oil is ignored. In past cycles, that combination mattered more than most investors realized. Gold vs. Oil: • Extreme valuation gap • Energy under-owned • Supply signals flashing again A familiar change may be underway. Read the full article here: hubs.li/Q03YKN4W0 -- #Markets #Macro #Commodities #Energy #Gold

The carry regime is nearing its end. A monetary shift—similar to 1929, 1971, and 1999—could trigger a major rotation out of high-valuation assets and into resource equities. History shows these shifts redefine entire cycles. Are you positioned? 👉 Read more: hubs.li/Q03Y2MxK0 -- #Markets #Investing #Commodities #Inflation #AssetAllocation --

🎙️Power shifts quietly—until it reshapes markets. On the Top Traders Unplugged podcast, Niels & Cem talk with Adam Rozencwajg (G&R) about inflation’s return, debt’s limits, and commodities reclaiming power. A cycle is completing itself—don’t miss the full episode. 🎧👉 Listen here: hubs.li/Q03X3QSY0 -- #Macro #Investing #Commodities #Inflation #Gold #Energy #Finance #Markets

🤔 Did you know Silver is up 100% since April this year? Silver has had a massive catch-up rally to gold this year, and if history is any guide, they may both be headed higher… If you'd like to learn more, send us a message.📨 -------- #Investing #MarketInsights #PreciousMetals #Silver #Gold #PortfolioStrategy #WealthManagement NOTE: Historical performance is not indicative of any specific investment or future results.

@geo_fed Shale crude production peaked one year ago. Shale gas production outside of the Permian peaked in late 2023. Shale gas in the Permian has not - read on to see why.

@Go_Rozen Quick question: has shale production declined from last year?

‼️NEW RESEARCH!! Could we be moving from decades long Carry Bubble to an Anti Carry Regime? Our Q3 2025 commentary breaks down where capital could flow next—from oil’s repricing to uranium’s bull market. 👉 Position ahead of consensus. Read our research here: hubs.li/Q03VT-lR0 -- #Commodities #Macro #EnergyMarkets #Oil #Gas #Uranium #CarryTrade #AntiCarry

A big regulatory shift has created one of the most interesting long-term setups in U.S. energy. If molten-sodium SMRs scale, the upside is enormous. 👉 Details here: hubs.li/Q03Vfc5f0 -- #Investing #Nuclear #Energy #SMR #Macro #NaturalResources #NaturalResourceInvesting #Commodities

🎙️Commodities are back — but few investors see it coming. G&R’s Adam Rozencwajg joins Why Invest? to explain how years of underinvestment are fueling a new bull cycle in oil, gold, uranium & copper. 🎧👉 Listen here: hubs.li/Q03SdWF_0 #Investing #Commodities #Podcast

💡 Despite what you're hearing, we believe oil will be the next big mover in this commodity bull market. It represents the biggest value in the sector and has been overlooked by a market consumed with momentum AI plays. 📈 How are you thinking about your energy exposure heading into 2026? -- #EnergyMarkets #OilAndGas #CommodityInvesting #EnergySector #Commodities #NaturalResources #RealAssets #EnergyExposure

🎙️Gold, uranium, oil — and a possible global monetary reset. Adam Rozencwajg joined the MacroVoices podcast to discuss commodity cycles, central bank gold buying, and shifting global dynamics. 🎧 Listen here → hubs.li/Q03R5mjG0 -- #Gold #Oil #Uranium #Commodities #MacroEconomics #Investing