Goehring & Rozencwajg Associates, LLC

G&R's Natural Resources Investor Day is NOW LIVE! In-person seats are SOLD OUT, but virtual spots remain OPEN! Don't miss out on this event. All registrants will also receive access to the recording of the event. Industry leaders and visionary investors are coming together to delve into the latest developments shaping the natural resources sector. Two years ago, we advised you to brace for the Coming Decade of Shortages. Today, as investors remain indifferent, we are witnessing alarming signs that suggest the risk of conflict is higher than it has been in generations. Please join our conference, Geopolitics, War and Commodities, where we will explore the implications for the natural resource industry. To view the full speaker line-up and registration instructions, please visit our conference website: https://hubs.li/Q02V1mSc0 -- #naturalresources #wealthmanagement #investments #assetmanagement #investing #commodities #oil #stocks

✨You are invited to listen to G&R's Managing Partners, Leigh Goehring & Adam Rozencwajg, speak at G&R's Natural Resources Investor Day on Monday, October 21! 📣 *In-person is sold out! Virtual option is still available.* Goehring & Rozencwajg, Natural Resource Investors, is a fundamental research firm focused exclusively on contrarian natural resource investments with a team with over 49 years of combined resource experience. If there is one thing that defines our firm, it is the desire to produce top-quality differentiated research looking at the commodity level as well as the specific security level. As contrarian value investors, we believe the best way to find value in global commodity and natural resource markets is when prices are depressed, investors are discouraged, and financial measurements are cheap. 🙌 Come listen to us speak during our 2024 Natural Resources Investor Day Conference for our most current thoughts on the market. 📌 To view the full speaker line-up or to register for virtual attendance, please visit our conference website: https://hubs.li/Q02T_4fQ0 --- #naturalresources #wealthmanagement #investments #assetmanagement #investing #commodities #oil #stocks

✨You are invited to listen to Neil Howe speak at G&R's Natural Resources Investor Day on Monday, October 21! *Both virtual and in-person options are available. But space is limited.* Neil is the Managing Director of Demography at Hedgeye Risk Management, an independent financial research firm, as well as President of LifeCourse Associates. Howe is a renowned authority on generations and social change in America. An acclaimed bestselling author and speaker, he is the nation's leading thinker on today's generations—who they are, what motivates them, and how they will shape America's future. A historian, economist, and demographer, Howe is also a recognized authority on global aging, long-term fiscal policy, and migration. He is currently a senior associate at the Center for Strategic and International Studies (CSIS) and the Global Aging Institute, both in Washington D.C. Howe has co-authored numerous studies for CSIS (including the Aging Vulnerability Index and pioneering studies on pension reform in China and South Korea). 👉 To view the full speaker line-up or to register, please visit G&R's conference website: https://hubs.li/Q02TSM-q0 -- #naturalresources #wealthmanagement #investments #assetmanagement #investing #commodities #oil #stocks

You are invited to listen to Dr. David Asher speak at G&R's Natural Resources Investor Day on Monday, October 21! *Both virtual and in-person options are available. But space is limited.* Dr. David Asher is a senior fellow at Hudson Institute in Washington, DC. His work focuses on US foreign policy in Asia, global macro strategy, economic and financial policy toward US state adversaries, strategic law enforcement, and high technology policy. For nearly three decades Asher has played a senior role in US economic and financial pressure campaigns involving terrorist organizations, drug cartels, and weapons proliferation networks, and major nation-state adversaries. To view the full speaker line-up or to register, please visit the G&R conference website: https://hubs.li/Q02TKMrL0 #naturalresources #wealthmanagement #investments #assetmanagement #investing #commodities #oil #stocks

You are invited to listen to Shawn Hackett speak at G&R's Natural Resources Investor Day on Monday, October 21! *Both virtual and in-person options are available. But space is limited.* Shawn is the Founder of Hackett Money Flow Agricultural Report. A frequent contributor to Barron’s, Futures Magazine, Reuters, Bloomberg, US Farm Report, Ag-TV, Market to Market-IPTV, as well as a regular radio show contributor for the likes of "AgriTalk After The Bell" with Chip Flory, Michell Rook-WNAX and Linda Brekke-The Linda Network. Ag commodities expert Shawn Hackett has dedicated his life to educating Ag Industry leaders and farmers about financial risk management, hedging and the utility of indicator-based Ag commodity price forecasting tools. Shawn makes hard-to-understand concepts easily digestible to a wide audience and is the publisher of the Hackett Money Flow Agricultural Report and the Hackett DairyReport. To view the full speaker line-up or to register, please visit our conference website: https://hubs.li/Q02TwX530 -- #naturalresources #wealthmanagement #investments #assetmanagement #investing #commodities #oil #stocks

✨ You are invited to listen to Mark Mills speak at G&R's Natural Resources Investor Day on Monday, October 21! *Both virtual and in-person options are available!* Mark is the Director of the National Center for Energy Analytics, a distinguished senior fellow at the Texas Public Policy Foundation, a contributing editor at City Journal, a faculty fellow at Northwestern University’s school of engineering, and co-founding partner in Montrose Lane. 👉 To register for the conference, please visit our conference website: https://hubs.li/Q02Tjp7v0 -- #naturalresources #wealthmanagement #investments #assetmanagement #investing #commodities #oil #stocks

🤔 Why invest in Natural Resources now? Two years ago, we predicted the Coming Decade of Shortages. Now, as many investors remain complacent, we see warning signs of unprecedented global conflict risks. Investing in underappreciated assets can be challenging, but the case for commodities and natural resources is more compelling than ever. 🙌 Please join us at the Goehring & Rozencwajg 2024 Investor Day on October 21 to explore why natural resource equities are a unique buying opportunity. Our conference will cover key topics impacting natural resource markets and the global economy. Both in-person and virtual options are available. But don't worry, if you can't make it to the live event, we encourage you to still register so you can access the video replay. • What: 2024 Investor Day • When: Monday, October 21 • Topics: Geopolitics, War and Commodities • Place: Both in-person (Morgan Library, New York City) and virtual options are available 📌 NOTE: You must register to attend. For more information or to register, visit our event website: https://hubs.li/Q02T6kF10 -- #wealthmanagement #investmentmanagement #assetmanagement #investing #commodities #oil

A quick overview of the Natural Resources Market in Q2 2024: ▶️ Investors showed minimal interest in commodities and natural resource equities during the second quarter. ▶️ The A.I. craze continues to dominate the market, with substantial capital flows into the tech sector. ▶️ The investment public can hardly focus on anything else. Despite this overall indifference, certain commodities demonstrated significant strength during the quarter. ▶️ Copper experienced a notable short squeeze, reaching a new all-time high of $5.20 per pound in May. ▶️ Henry Hub natural gas dropped to a low of $1.61 per mcf as the mild winter withdrawal season concluded. However, after hitting a bottom of $1.48 per mcf in late March, it made an impressive recovery, rising nearly 50% and becoming the best-performing commodity of the quarter. In this article, we delve deeply into the natural resources market. 👉 Read here: https://hubs.li/Q02SzVf20 --- #naturalresources #commodities #investing #stocks #assetmanagement #oil #uranium

✨ Have you booked your ticket yet to 2024 Investor Day? Two years ago, we foresaw the onset of the Coming Decade of Shortages. Today, as many investors remain complacent, we are observing unsettling indicators that the risk of global conflict is at its highest in generations. Navigating an underappreciated asset class can be daunting, but the compelling arguments for substantial investment in commodities and natural resources have never been stronger. For those bold enough to explore why we believe natural resource equities present a once-in-a-lifetime buying opportunity, we invite you to join us at the Goehring & Rozencwajg 2024 Investor Day on Monday, October 21. Our conference will delve into critical and captivating topics that we believe will significantly impact not only natural resource markets but the global economy as a whole. We believe you will find the presentations unique, insightful and filled with applicable investment ideas. 📌 To register or learn more, please visit our event website: https://hubs.ly/Q02Sdc5-0 -- #investing #naturalresources #naturalresourceinvestors #oil #gold #assetmanagement #rias #stocks

President Trump has pledged to slash energy costs if re-elected, promising a drilling boom to flood the market with oil and natural gas. However, this rhetoric may send negative signals to already bearish investors. Despite his intentions, our analysis suggests geological limitations make this goal unrealistic. History shows that the rocks beneath us dictate terms, not political promises. 👉 Read the article, "Trump's Three Arrows" here: https://hubs.li/Q02RmYpy0 -- #oil #naturalresourceinvestors #investing #stocks #commodities #ria --