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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Latest Blog Posts

[Interview] Valuable Insights on Investing in Gold, Silver & Bitcoin
May 8, 2024

Where does G&R stand on Bitcoin? Does Bitcoin deserve a place in a diversified portfolio along with gold? Adam Rozencwajg, CFA, answers these questions and many more on investing in gold, silver and bitcoin during a Grizzle Hard Money conference.

New Copper Technologies
May 3, 2024

In 2023, copper demand grew by 7.3% mainly driven by non-OECD countries like China, India, and Indonesia. The industry is evolving with new technologies like Ivanhoe Electric's Typhoon survey and I-ROX, leading to an investment boom. The discovery of deposits like Ivanhoe Mines' Western Forelands in the DRC is boosting global copper supply, fueling optimism among analysts for the market's future. This article covers the impact of new copper technologies. Discover why this is important to natural resource investors.

Uranium Mine Supply Faces Challenges
April 25, 2024

The uranium market is currently facing a structural deficit that is only expected to worsen. With demand on the rise and production falling short, the situation is becoming increasingly challenging.Looking ahead, we anticipate minimal new mine supply entering the market in the coming years, further tightening the already constrained uranium supply. Our previous predictions about the uranium market entering a turbulent phase are now materializing before our eyes.Read more on this topic in this blog post.

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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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