Goehring & Rozencwajg Associates, LLC

✨📣 NEW RESEARCH AVAILABLE! 📣✨ In 2016, copper was a contrarian bet at $2.10 per pound. In 2018, uranium languished at $17 per pound. Both metals have since soared, with copper prices climbing nearly 150% and uranium rising over 300%. The fundamental drivers we identified years ago have played out, and today, both metals are investor favorites. 🤔 But what happens next? The bullish case for copper hinges on renewable energy demand—solar panels, wind turbines, and EVs. Yet, as optimism reaches fever pitch, our research raises a critical question: will renewables deliver on their lofty promises, or has the copper narrative been built on flawed assumptions? Meanwhile, uranium stands at the dawn of a technological revolution. The advent of molten-salt small modular reactors (SMRs) could double nuclear power’s efficiency and redefine its safety standards, paving the way for an unprecedented energy shift. The choice is clear: copper or uranium? In our latest commentary, "Copper and Uranium: The Coming Divergence," we examine why the energy efficiency of renewables may cap copper’s potential while uranium emerges as the decade’s true disruptor. From the failure of ocean liners against jets to the decline of supersonic flight, history provides powerful lessons in how efficiency shapes markets—and investment opportunities. Which metal will define the energy future? The answer might surprise you. Don’t miss this essential analysis from Goehring& Rozencwajg. Download our Q3 2024 commentary for insight into: ✔️ Why shale production has now peaked ✔️ What Hubbert's Peak can teach us about the new era of oil and gas ✔️ Why Big Tech is Warming to Nuclear Power ✔️ How the Western investor is making a comeback in gold Click here to download: https://hubs.li/Q02-N3dj0 -- #uranium #copper #naturalresources #naturalresourceinvestors #investors #stocks

🎙️ Gold Price Could Soar to $25,000—Here's Why, According to Leigh Goehring, Managing Partner at G&R. Recently, Leigh joined the Investing News Network to discuss Gold and provide his outlook on Uranium and Copper. He predicts gold could potentially rise to US$15,000–US$25,000 per ounce in this cycle. Why? He attributes this potential surge to the massive money printing since the 2008 financial crisis. Drawing on a 2000 forecast where he predicted gold could hit US$2,500 (a prediction that came very close), Goehring believes we're heading toward even higher levels. Key takeaways from this interview include: --> Why he believes investors may want to consider buying gold on price dips --> Why he believes Gold stocks are "radically undervalued" --> Shares his contrarian view on copper: The renewable energy demand may be overstated 👉 Watch the full interview here: https://hubs.li/Q02Z3qf-0 -- #gold #bullmarket #investors #stocks #naturalresourceinvestors #investing

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. Read more in our article >> Uranium: A Drama in the Making https://hubs.li/Q02YdJQx0 -- #Uranium #Energy #NuclearEnergy #Investors #NaturalResources #assetmanagement --

⤵️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. 👉 Read more in our article: https://hubs.li/Q02Xl_Jc0 -- #naturalgas #naturalresources #investors #investing #rias #assetmanagement #stocks #oil

👏👏 A big THANK YOU to the speakers and participants of G&R’s 2024 Investor Day on Monday, Oct. 21. The speakers were outstanding, the audience posed insightful questions, and overall, it was an enlightening day filled with valuable information on the Natural Resources market. 📣 For those who couldn't attend, a complete REPLAY IS NOW AVAILABLE! Visit our website (gorozen dot com) and click "2024 Conference" in the main menu to access the replay. Questions? Please contact us; we look forward to hearing from you! -- #naturalresources #wealthmanagement #investments #assetmanagement #investing #commodities #oil #stocks --

G&R's Natural Resources Investor Day is NOW LIVE! In-person seats are SOLD OUT, but virtual spots remain OPEN! Don't miss out on this event. All registrants will also receive access to the recording of the event. Industry leaders and visionary investors are coming together to delve into the latest developments shaping the natural resources sector. Two years ago, we advised you to brace for the Coming Decade of Shortages. Today, as investors remain indifferent, we are witnessing alarming signs that suggest the risk of conflict is higher than it has been in generations. Please join our conference, Geopolitics, War and Commodities, where we will explore the implications for the natural resource industry. To view the full speaker line-up and registration instructions, please visit our conference website: https://hubs.li/Q02V1mSc0 -- #naturalresources #wealthmanagement #investments #assetmanagement #investing #commodities #oil #stocks

✨You are invited to listen to G&R's Managing Partners, Leigh Goehring & Adam Rozencwajg, speak at G&R's Natural Resources Investor Day on Monday, October 21! 📣 *In-person is sold out! Virtual option is still available.* Goehring & Rozencwajg, Natural Resource Investors, is a fundamental research firm focused exclusively on contrarian natural resource investments with a team with over 49 years of combined resource experience. If there is one thing that defines our firm, it is the desire to produce top-quality differentiated research looking at the commodity level as well as the specific security level. As contrarian value investors, we believe the best way to find value in global commodity and natural resource markets is when prices are depressed, investors are discouraged, and financial measurements are cheap. 🙌 Come listen to us speak during our 2024 Natural Resources Investor Day Conference for our most current thoughts on the market. 📌 To view the full speaker line-up or to register for virtual attendance, please visit our conference website: https://hubs.li/Q02T_4fQ0 --- #naturalresources #wealthmanagement #investments #assetmanagement #investing #commodities #oil #stocks

✨You are invited to listen to Neil Howe speak at G&R's Natural Resources Investor Day on Monday, October 21! *Both virtual and in-person options are available. But space is limited.* Neil is the Managing Director of Demography at Hedgeye Risk Management, an independent financial research firm, as well as President of LifeCourse Associates. Howe is a renowned authority on generations and social change in America. An acclaimed bestselling author and speaker, he is the nation's leading thinker on today's generations—who they are, what motivates them, and how they will shape America's future. A historian, economist, and demographer, Howe is also a recognized authority on global aging, long-term fiscal policy, and migration. He is currently a senior associate at the Center for Strategic and International Studies (CSIS) and the Global Aging Institute, both in Washington D.C. Howe has co-authored numerous studies for CSIS (including the Aging Vulnerability Index and pioneering studies on pension reform in China and South Korea). 👉 To view the full speaker line-up or to register, please visit G&R's conference website: https://hubs.li/Q02TSM-q0 -- #naturalresources #wealthmanagement #investments #assetmanagement #investing #commodities #oil #stocks

You are invited to listen to Dr. David Asher speak at G&R's Natural Resources Investor Day on Monday, October 21! *Both virtual and in-person options are available. But space is limited.* Dr. David Asher is a senior fellow at Hudson Institute in Washington, DC. His work focuses on US foreign policy in Asia, global macro strategy, economic and financial policy toward US state adversaries, strategic law enforcement, and high technology policy. For nearly three decades Asher has played a senior role in US economic and financial pressure campaigns involving terrorist organizations, drug cartels, and weapons proliferation networks, and major nation-state adversaries. To view the full speaker line-up or to register, please visit the G&R conference website: https://hubs.li/Q02TKMrL0 #naturalresources #wealthmanagement #investments #assetmanagement #investing #commodities #oil #stocks

You are invited to listen to Shawn Hackett speak at G&R's Natural Resources Investor Day on Monday, October 21! *Both virtual and in-person options are available. But space is limited.* Shawn is the Founder of Hackett Money Flow Agricultural Report. A frequent contributor to Barron’s, Futures Magazine, Reuters, Bloomberg, US Farm Report, Ag-TV, Market to Market-IPTV, as well as a regular radio show contributor for the likes of "AgriTalk After The Bell" with Chip Flory, Michell Rook-WNAX and Linda Brekke-The Linda Network. Ag commodities expert Shawn Hackett has dedicated his life to educating Ag Industry leaders and farmers about financial risk management, hedging and the utility of indicator-based Ag commodity price forecasting tools. Shawn makes hard-to-understand concepts easily digestible to a wide audience and is the publisher of the Hackett Money Flow Agricultural Report and the Hackett DairyReport. To view the full speaker line-up or to register, please visit our conference website: https://hubs.li/Q02TwX530 -- #naturalresources #wealthmanagement #investments #assetmanagement #investing #commodities #oil #stocks