Goehring & Rozencwajg (@Go

Goehring & Rozencwajg

494 posts

Goehring & Rozencwajg

@Go_Rozen

Our team has been investing in Natural Resources for over 30yrs. We share our research with the public. View important disclosures: info.gorozen.com/id

New York, USA

Joined December 2017

Goehring & Rozencwajg
@Go_Rozen
Oct 24, 2025
Everyone hates oil. That’s exactly why it might be the best-performing asset of the next decade. Gold was left for dead in 1999 — then it soared 8x. This article argues oil is at the same turning point. 🤔👉 Read here: hubs.li/Q03Q4cZ-0 -- #Investing #Oil #Energy
From Relic to Renaissance: Why Oil’s Repricing Could Define the Next Decade
From blog.gorozen.com
215K
Goehring & Rozencwajg
@Go_Rozen
Aug 13, 2025
HFs took uranium from $32 → $106. Now they’re shorting it. That flip might be the best buy signal we get this cycle. Term prices? Higher than at the peak. Demand? Surging. Supply? Tight. Seen this play before. Usually ends with shorts running for cover. 👉 Full breakdown
A Uranium Short Squeeze?
From blog.gorozen.com
48K
Goehring & Rozencwajg
@Go_Rozen
Aug 27, 2025
Shale growth is slowing. Inflation risks are rising. Commodities are entering a new cycle. Our Q2 2025 commentary breaks down where capital could flow next—from oil’s repricing to uranium’s bull market. 👉 Position ahead of consensus. Read our research here:
78K
Goehring & Rozencwajg
@Go_Rozen
Apr 1, 2025
Natural resource equities are primed for a comeback. With commodities deeply undervalued vs. stocks, fresh research suggests the long-dormant bull market may be stirring. 👉 Explore our latest research to learn more: hubs.li/Q03fhKRY0 -- #commodities
On Commodities, Carry Regimes & Changes in Global Monetary Regimes
From blog.gorozen.com
20K
Goehring & Rozencwajg
@Go_Rozen
May 22, 2025
🔔 NEW RESEARCH: Platinum bull market ahead? Hybrids are beating EVs. Emissions rules are tightening. SA mines shutting. PGMs in deficit. Equities down 80%. We saw this setup in 2000—some names went 30–60x. Is it happening again? 👉 Read: hubs.ly/Q03nT4h10 #Investing
38K
Goehring & Rozencwajg
@Go_Rozen
Oct 24, 2023
👉 The uranium bull market is just getting started, but it could get "completely out of hand" before it's over. 🎙️ Adam Rozencwajg joined Charlotte McLeod of the Investing News Network for a closer look at the uranium market: hubs.li/Q026yz-40 #NaturalResourcesInvestors
[INTERVIEW] Uranium at Inflection Point, Will Get Completely Out of Hand
From blog.gorozen.com
69K
Goehring & Rozencwajg
@Go_Rozen
Dec 6, 2024
New Research! Our latest analysis explores why renewable energy efficiency may limit copper's growth, while uranium emerges as the decade’s potential disruptor. Find out which metal we believe will shape the future of energy. Read: hubs.li/Q02-M92-0 #uranium #copper
32K
Goehring & Rozencwajg
@Go_Rozen
May 19, 2022
[New Research] US natural gas trades at a 70% discount to international prices. We think that could close more quickly than anyone realizes. For details, access our latest commentary here: hubs.li/Q01bJ-Tl0 #naturalgas #oil #assetmanagement
Q1 2022 Goehring & Rozencwajg Commentary - The Gas Crisis is Coming to America
From info.gorozen.com
Goehring & Rozencwajg
@Go_Rozen
Jan 12, 2024
Despite investors no longer being unanimously bearish, we believe the uranium price rally will continue for years due to a historic structural deficit. 👉 Read "why" in this blog >> Uranium: New Rising Star hubs.li/Q02gg6Pp0 -- #uranium #naturalresourceinvestors #investing
26K
Goehring & Rozencwajg
@Go_Rozen
Aug 28, 2024
Commodities first looked cheap relative to stocks in 1956. It took 12 years for the ratio to bottom. What was the cost of being early? Far less than you think. 👉 Latest research available here: hubs.li/Q02MYm-r0 -- #naturalresourceinvestors #investing --
69K
Goehring & Rozencwajg
@Go_Rozen
Apr 24, 2024
📍 Uranium is in a structural deficit, tightening further as demand grows and production disappoints. With little new mine supply expected in the coming years, the uranium bull market is entering a chaotic phase as predicted. 👉 Read more: hubs.li/Q02tXRSY0 -- #investing
25K
Goehring & Rozencwajg
@Go_Rozen
Aug 21, 2024
📌 Mark your calendars for Kazatomprom's August 23rd announcement of its 2025 production plans and half-year financial results, impacting the global uranium markets. Read More: hubs.li/Q02M78Sc0 -- #uranium #investing #naturalresourceinvestors --
47K
Goehring & Rozencwajg
@Go_Rozen
Apr 11, 2024
🤔 Is Gas the New Uranium? We think the North American natural gas market is similar to the 2018 uranium market, about to enter a "structural deficit". With careful research, investors could be rewarded. 👉 Learn more: hubs.li/Q02szWkj0 -- #uranium #investing
20K
Goehring & Rozencwajg
@Go_Rozen
Jun 16, 2022
Many investors ask us whether they missed the natural resources bull market. It hasn’t even started. Read more to find out why. hubs.li/Q01dMRmX0 #naturalgas #oil #assetmanagement #wealthmanagement #financialadvisors