Could the Tanks Run Dry?
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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Blog

Latest Blog Posts

MarketWatch: Why the Current Oil Crisis Could Haunt Markets for Years
June 4, 2026

Oil prices have surged amid disruptions in the Strait of Hormuz. But what happens after the Strait reopens? This 2-minute MarketWatch interview explores why the effects of today's disruption could last far longer than many investors expect.

(Podcast) Capital Cycles and the Next Commodity Bull Market
May 20, 2026

Adam Rozencwajg discusses commodity cycles, energy markets, oil, gold, and the outlook for natural resources investing.

(Podcast) The Greatest Energy Shock in History is Unfolding
May 8, 2026

Adam Rozencwajg, CFA, joined Peak Prosperity to discuss oil markets, shale production, underinvestment, and the outlook for commodities.

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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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