An investment Firm dedicated to researching and investing in the natural resource industry. We have 46 years of combined experience.
Our Firm was founded by Leigh Goehring and Adam Rozencwajg, who previously worked together at Chilton Investment Company.
Kazatomprom, the world’s largest uranium producer, faces major production setbacks, cutting 2024 targets & casting doubt on 2025 goals. With global uranium supply already in deficit, we expect market volatility. Meanwhile, Australia reconsiders nuclear power—demand for uranium is set to soar.
US natural gas production is plummeting. Despite delays affecting short-term demand, our medium-term outlook is unchanged. U.S. natural gas is the cheapest energy source globally, trading at an 84% discount. As new LNG demand rises and production lags, inventories will tighten, pushing prices up. This presents a unique investment opportunity.
A quick overview of the Natural Resources Market in Q2 2024: Investors showed minimal interest in commodities and natural resource equities during the second quarter. The A.I. craze continues to dominate the market, with substantial capital flows into the tech sector. The investment public can hardly focus on anything else. Despite this overall indifference, certain commodities demonstrated significant strength during the quarter.