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Goehring & Rozencwajg research

  1. 43 Posts.
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    Knowing the passion of the debate on this thread about the merits of nuclear power versus all other sources of power, I would like to share this research source with you. These guys publish free research on an ad hoc basis and just published new research this week. They have also done an extremely helpful youtube video.2021.Q3 GR_Market_Commentary (1).pdf

    Bottom line: very bullish for oil and gas, grains, fertilizers and uranium. Enjoy

    https://youtu.be/Jz75yScqPpQ


 
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