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

Further Ruminations on Saudi Arabia’s Oil Reserves
March 27, 2024

In January, Aramco announced it would maintain its 12 m b/d capacity instead of increasing to 13 m b/d, sparking speculation about oil demand peaking. Saudi Arabia may have canceled expansion plans due to concerns about insufficient recoverable reserves. In this article, G&R discusses why we believe Saudi Aramco's oil production declines are closer than anyone anticipates.

Natural Resources Market Overview
March 21, 2024

In this review of the natural resource market for Q4 2023, commodities were mixed. The GSCI fell by 12%, while the Rodgers Index dropped less than 6%. Natural resource equities had varied performances, with the S&P North American Index down 1.3% and the Global Index up 3.5%. Despite trends lower for the past eighteen months, we anticipate a potential uptick in these indices as commodity market fundamentals strengthen.Read more of our overview of the Natural Resources Market.

[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.

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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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