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.

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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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Latest Blog Posts

Trump’s Nuclear Revolution: The Policy That Could Redefine U.S. Power
November 20, 2025

A big regulatory shift has created one of the most interesting long-term setups in U.S. energy.If molten-sodium SMRs scale, the upside is enormous. Read Article.

Podcast: Revenge of the Old Economy and the Return of Commodities
November 7, 2025

Commodities are back — but few investors see it coming. G&R’s Adam Rozencwajg joins the Why Invest? podcast to explain how years of underinvestment are fueling a new bull cycle in oil, gold, uranium & copper.

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.

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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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