Leigh R. Goehring & Adam A. Rozencwajg
Twelve months ago we wrote that we were “On The Verge of An Energy Crisis." Today, that same crisis has caught nearly every investor off guard. Energy went from the cheapest in history to the most expensive in history in a year.
What do we think the next 12 months have in store?
Our newest commentary, The Energy Crisis is Here, revisits how we got here, how tightness in one market is quickly spilling into others, and how long the current situation will likely last.
Download our Q3 2021 commentary for insight into: