Investor Day is less than 2 weeks away! Are you registered? What should investors be watching across commodity markets right now? At the Goehring & Rozencwajg 2026 Investor Day, we’re bringing together perspectives that go well beyond oil prices alone. Hear from experts including Jim Bianco on the macro landscape, Robert “Rob” Connors on where we are in the energy cycle, Shawn Hackett on weather volatility and food inflation, and Neil Howe on demographics and long-term change — alongside Leigh Goehring and Adam Rozencwajg on the broader natural resource landscape.  📍 November 2, 2026 | New York City + Virtual 👉 View Registration Details here: hubs.li/Q04BMjMY0 #Oil #Commodities #NaturalResources #Energy #Investing

🌟 Commodity markets don’t move in isolation. Macro conditions, energy cycles, weather, demographics and long-term natural resource trends can all shape what comes next. At the Goehring & Rozencwajg 2026 Investor Day: "Strait Talk: Oil & Other Commodities", we’ll bring together multiple perspectives to explore the forces influencing today’s commodity markets — and what investors should be watching ahead. 🗓️ Monday, November 2, 2026 📍 New York City OR Virtual View the agenda and registration options: hubs.li/Q04Bhz1L0 #Oil #NaturalResources #Commodities #Energy #Macro #Investing

What’s shaping oil and commodity markets now — and what should investors be watching next? Join us for the Goehring & Rozencwajg 2026 Investor Day: Strait Talk: Oil & Other Commodities on Monday, November 2. We’ll explore a range of perspectives across the macro landscape, energy cycles, agriculture and weather, demographics, and natural resources. Attend in New York City or virtually. View registration options at: hubs.li/Q04B1c1t0 --- #Oil #NaturalResources #Commodities #Energy #Macro #Investing

What’s shaping oil and commodity markets now—and what should investors be watching next? Join us for Strait Talk: Oil & Other Commodities at the Goehring & Rozencwajg 2026 Investor Day on Monday, November 2. Leigh Goehring, Adam Rozencwajg, Jim Bianco, Robert Connors, Shawn Hackett and Neil Howe will bring perspectives across natural resources, macro markets, energy cycles, agriculture, weather, demographics and more. Attend in New York City or virtually. View event details and registration options at: hubs.li/Q04zC8Vn0 #InvestorDay #NaturalResources #Commodities #Energy #Investing #Oil

🎙️ What might the market be missing in energy and natural resources? Adam Rozencwajg joins Barron’s Live to discuss oil, natural gas, uranium, gold, copper—and where fundamentals may be diverging from consensus. 🎧 Read more and listen to the full conversation here: hubs.li/Q04z2xz-0 #NaturalResources #Energy #Commodities

📣 Registration is now open for the 2026 Goehring & Rozencwajg Investor Day! STRAIT TALK: OIL & OTHER COMMODITIES 🗓️ Monday, November 2, 2026 📍 The Morgan Library & Museum | New York City + Virtual We’ll spend the day discussing the forces shaping today’s natural resource markets, with perspectives from the Goehring & Rozencwajg team and invited speakers. In-person seating is limited, and virtual attendance is also available. View registration options and event details here: hubs.li/Q04yXZS70 -- #NaturalResources #Commodities #Investing #Oil

🎙️ What if crude prices are giving investors an incomplete picture of today’s energy market? Adam Rozencwajg joined Chris Martenson on Peak Financial Investing to discuss the signals emerging beneath the surface — and why the implications may extend far beyond oil. 👉 Listen to "The Oil Supply Shock Hiding in Plain Sight": hubs.li/Q04x9P5R0 #Oil #Energy #Commodities

🌟 NEW RESEARCH: Why have oil inventories remained surprisingly resilient despite major supply disruptions? In "Why the Tanks Have Not (Yet) Run Dry", we explain why the oil market may be considerably tighter than it appears—and share our latest views across natural resources. 👉 Read the Q2 2026 commentary: hubs.li/Q04vR_Tw0 #Commodities #Energy #Oil #NaturalResources

Why haven’t the tanks run dry?   After months of disruption, Hormuz remains largely shut and U.S. crude + product inventories are down ~200M barrels since March. Yet investors remain extremely bearish.   We explain why we believe the real crisis may still be ahead. 👉🔗 Why Haven't the Tanks Run Dry? What Investors Are Missing in Oil. hubs.li/Q04sg26-0 #Oil #Energy #Commodities

🎙️ Is the commodity bull market still in its early stages? Adam Rozencwajg joins Alpine Macro to explain why he remains bullish on oil and uranium—but cautious on crowded copper—and what the U.S.-Iran war may mean for global energy markets. 🎧👉 Listen to the full conversation, "Commodity Outlook in the Wake of the U.S.-Iran War": hubs.li/Q04qJ3wM0 #Commodities #EnergyMarkets #Uranium #Copper #OilInvesting

🎙️Still relevant today: Adam Rozencwajg's conversation with Goldrock Capital on energy markets and geopolitical risk is worth another listen. What if today's energy risks are structural—not cyclical? Adam Rozencwajg joined Goldrock Capital's "Definitely Uncertain" podcast to discuss why energy markets may be structurally tighter than investors appreciate—and what that could mean for inflation, commodities, and portfolio positioning. Topics included: • Oil supply constraints • Energy security & geopolitics • Underinvestment in oil & gas • Why G&R has rotated from gold into energy producers 👉 Watch the full interview here: hubs.li/Q04pyCH_0 #Energy #Commodities #Inflation #Macro #Investing #NaturalResources #PortfolioManagement #AssetAllocation

Article Spotlight: For years, growth from the Permian Basin helped offset tightening conditions elsewhere in the global oil market. But that growth has been slowing. What happens if the world's most important source of non-OPEC supply can no longer grow fast enough to meet demand? Read the article: hubs.li/Q04lHVkX0 #Energy #Oil #Commodities #NaturalGas #Macro #Investing #Inflation

🎙️ Has the real impact of today's energy disruption even begun? On "Money Life" podcast with Chuck Jaffe, Adam Rozencwajg explains why investors should be watching the next phase of the energy story—not just today's headlines. 👉 Read the key takeaways here: hubs.li/Q04l3Jyv0 #Oil #Energy #Investing #Commodities #Inflation

🎙️ Oil prices have surged amid disruptions in the Strait of Hormuz. But what happens after the Strait reopens? This 2-minute MarketWatch interview explores why the effects of today's disruption could last far longer than many investors expect. 👉 Watch here: hubs.li/Q04k3-pR0 #Oil #Energy #Commodities #Investing

Commodity markets tend to break when inventories get tight before a supply shock hits. That may be what’s happening in energy today. In "Could the Tanks Run Dry?", we explore: • Tightening inventories • Slowing shale growth • Oil & LNG supply risks • Commodity scarcity cycles • Implications for inflation and investors 👉 Access the full commentary here: hubs.li/Q04jlSWg0 #Energy #Oil #Commodities #Macro #NaturalGas #Investing #Inflation

🌟 NEW RESEARCH AVAILABLE! A historic energy shock may be unfolding. In our latest quarterly commentary, "Could the Tanks Run Dry?", we examine why the closure of the Strait of Hormuz could expose a far tighter oil & LNG market than investors realize. Topics include: • Energy supply shocks • Tightening inventories • Slowing shale growth • Commodity bull markets • Inflation & energy security 👉 Access the full commentary here: hubs.li/Q04hBxGS0 #Energy #Oil #Commodities #NaturalGas #Macro #Investing #Inflation #EnergySecurity

🎙️ Commodity markets are cyclical. Capital cycles may be the real driver. Adam Rozencwajg of G&R joined Windrose Advisors CIO Gildas Quinquis to discuss energy markets, oil, gold, underinvestment, and why natural resources may still be in the early innings of a broader commodity bull market. 🎧👉 Listen to the full discussion here: hubs.li/Q04hlKpP0 --- #Energy #Commodities #Investing #Oil #NaturalGas #Macro #Inflation

🎙️What if today’s energy risks are structural — not cyclical? Adam Rozencwajg joined Goldrock Capital’s “Definitely Uncertain” podcast to discuss why energy markets may be structurally tighter than investors appreciate — and what that could mean for inflation, commodities, and portfolio positioning. Topics included: - Oil supply constraints - Energy security & geopolitics - Underinvestment in oil & gas - Why G&R has rotated from gold into energy producers 🎧👉 Watch the full interview here: hubs.li/Q04gQf2Z0 #Energy #Commodities #Macro #Investing

🎙️Energy markets may be far tighter than widely believed. In this podcast discussion with Peak Prosperity, Adam Rozencwajg discusses: > shale production limits > oil inventory realities > chronic underinvestment > why commodities may be entering a new bull cycle 🎧 Listen to the full episode: "The Greatest Energy Shock in History is Unfolding" hubs.li/Q04fY_Rm0 -- #Oil #Energy #Commodities #NaturalGas #Macro #Investing #Shale #OilMarkets

🎙️Energy is back in focus—but positioning may still lag. In this interview, Adam Rozencwajg breaks down what could be one of the largest oil market shocks in history—and why there may still be time to act. Is capital rotating from gold & silver into energy? 🎧👉 Watch the full interview: hubs.li/Q04f7NHT0 #Energy #Oil #Commodities #Investing #Macro #Gold