The Arithmetic of Depletion: Shale’s Long Goodbye
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.

Learn More
Truck
Team

Who We Are

Our Firm was founded by Leigh Goehring and Adam Rozencwajg, who previously worked together at Chilton Investment Company.

Learn More
Ship
invest

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.

Learn More
Truck
press

As Featured In

Blog

Latest Blog Posts

Podcast: Gold, Uranium & Oil – Adam Rozencwajg on MacroVoices
October 31, 2025

Listen to Adam Rozencwajg on MacroVoices as he discusses gold volatility, central bank moves, uranium and oil markets, and the potential for a global monetary shift.

From Relic to Renaissance: Why Oil’s Repricing Could Define the Next Decade
October 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.

Natural Resource Market Commentary
October 17, 2025

Q2 saw a split in commodities: tariffs hit most sectors, but uranium, gold, and platinum metals rose—hinting at diversification and risk insights.

See All
Follow Our Work
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.
subscribe to stay informed