Dr. Jevons or: How I Learned to Stop Worrying and Love Demand
A Dedicated Name in Natural Resources Investing
About

What We Do

An investment Firm dedicated to researching and investing in the natural resource industry. We have 46 years of combined experience.

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Team

Who We Are

Our Firm was founded by Leigh Goehring and Adam Rozencwajg, who previously worked together at Chilton Investment Company.

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Latest Blog Posts

[Podcast] Convince Me in 15 Minutes... That Uranium is in a Bull Market
March 7, 2024

Joining the engaging podcast, Convince Me in 15 Minutes, Adam Rozencwajg makes a compelling argument for the promising investment potential of uranium based on current supply-demand dynamics. Delving into the historical context of uranium stockpiles, he sheds light on the unprecedented supply shortage that sets the stage for a bullish market.

The Norwegian Illusion
February 28, 2024

Despite predictions, oil demand in 2024 is expected to exceed 2019 levels, challenging the notion of "peak oil demand." Our focus remains on total energy demand drivers, with a belief that oil demand will continue to surprise on the upside. Learn more.

Oil: From Uninvestible to Must Own
February 27, 2024

True industry insiders are telling you to seize the opportunity and invest in oil assets, yet the public market hesitates in fear. Embracing the unconventional and having the courage to invest in what may seem unattainable requires a bold perspective and resilience. However, despite the risks involved, we believe that the rewards outweigh the uncertainties. Learn more about the benefits of investing in oil.

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We publish a Quarterly Commentary that is read by over 10,000 professionals. We regularly publish blog posts and appear on many podcasts and television interviews.
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