Beware the Collapse in Non-OPEC Oil Supply
table of contents
July 30, 2018

Leigh R. Goehring & Adam A. Rozencwajg

Many investors consider the drop in non-OPEC conventional production to be a non-material event given the surge in US shale oil production; however, at G&R Associates, our analysis leads us to believe investors are completely underestimating the future impact of declining non-OPEC conventional production—production that still represents 45% of world supply.

In addition to providing our research and outlook on the various commodities markets, this quarter we share additional research spotlights on oil and gold. 

Read Goehring & Rozencwajg’s commentary to learn:

  • Contrarian research on non-OPEC conventional production and US shale oil production
  • Why investors should be ready for a bull market in gold
  • Market insights on the potential impacts of trade wars

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