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

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.

Podcast: Gold's Record Run Not Over Yet, Silver Still Looks Cheap
October 10, 2025

Gold is breaking records – and it may only be the beginning. Adam Rozencwajg explains why gold’s rally is far from over — and why silver still looks historically cheap.

A Peek Ahead
October 3, 2025

The “carry trade” has ruled markets for years—but history says its end will be sudden. Could commodities topple tech & finance next? Read blog.

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