Copper and Uranium: The Coming Divergence
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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How To Invest

Goehring & Rozencwajg are renowned not only for their research but also for their expertise as investors. If you'd like to learn more about how to invest in our fund, we invite you to visit our fund website.

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Latest Blog Posts

The Depletion Paradox
December 19, 2024

U.S. shale production may have peaked in late 2023, with declines in both oil and gas output. Despite optimism, the downturn is driven by geological limits, not just market or policy factors. Advanced AI models suggest the shale boom is over.

Uranium vs. Copper: Which one is the Better Long-Term Investment?
December 13, 2024

In 2016, we were bullish on copper due to its role in renewables. However, we now believe renewables' lower efficiency will limit copper demand. In contrast, uranium, especially small modular reactors, potentially offers a better long-term investment. Read more.

[Interview] Leigh Goehring: Gold’s Bull Market Begins; Uranium & Copper Outlook
November 21, 2024

Leigh Goehring predicts gold could rise up to $25K per ounce, driven by massive money printing since the 2008 crisis. He also sees gold stocks as "radically undervalued" and shares a contrarian view on copper demand. Watch his full interview with Investing News Network.

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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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