The Norwegian Illusion
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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press

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Latest Blog Posts

Will EVs Succeed? Efficiency, Emissions and a Potential Catalyst.
April 17, 2024

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 from Investing News Network about the energy efficiency of EVs and the associated CO2 savings.

Is Gas the New Uranium?
April 11, 2024

We think the North American natural gas market is similar to the 2018 uranium market, about to enter a "structural deficit". With careful research, investors could be rewarded.

Is US Oil Production Surging?
April 4, 2024

In this blog, we discuss the potential for a surge in US oil production in 2024, which could create a buying opportunity.

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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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