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.
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.
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.
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.
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.