The Norwegian Illusion
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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press

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Blog

Latest Blog Posts

Is Gas the New Uranium?
April 11, 2024

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.

Is US Oil Production Surging?
April 4, 2024

In this blog, we discuss the potential for a surge in US oil production in 2024, which could create a buying opportunity.

Further Ruminations on Saudi Arabia’s Oil Reserves
March 27, 2024

In January, Aramco announced it would maintain its 12 m b/d capacity instead of increasing to 13 m b/d, sparking speculation about oil demand peaking. Saudi Arabia may have canceled expansion plans due to concerns about insufficient recoverable reserves. In this article, G&R discusses why we believe Saudi Aramco's oil production declines are closer than anyone anticipates.

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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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