Moving from Carry to Anti Carry
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
Blog

Latest Blog Posts

Natural Gas: A Research Odyssey
January 21, 2026

An in-depth look at U.S. shale oil and gas trends, model revisions, and why production growth may be closer to a turning point.

Is the IEA Quietly Turning Bullish?
January 15, 2026

Investor pessimism around oil is widespread. We examine shale supply, rates of depletion, and IEA data to understand what the market may be missing.

Venezuela's Crude Reality
January 8, 2026

Despite vast reserves, Venezuela’s heavy, sour crude requires massive capital and high oil prices. A meaningful production rebound is unlikely below $85–$100 per barrel.

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