By: Leigh R. Goehring & Adam A. Rozencwajg
Goehring & Rozencwajg latest research on global commodity markets, Why the Tanks Have Not (Yet) Run Dry, is now available.
In the Q2 2026 letter, G&R look at several important disconnects emerging across natural resource markets—between price and fundamentals, investor expectations and physical supply, and prevailing narratives and the data beneath them.
Access the commentary: