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

Article Spotlight: Are Energy Markets Tighter Than Investors Realize?
June 17, 2026

An excerpt from our Q1 2026 commentary examining slowing Permian growth, oil inventories, and risks facing global energy markets.

(Podcast) Why Today's Oil Shock May Be Only the Beginning
June 11, 2026

Adam Rozencwajg joined Money Life with Chuck Jaffe to discuss energy markets, inflation risks, and key issues investors should watch.

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.

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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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