Goehring & Rozencwajg Natural Resource Market Q4 2025 Commentary

Getty Images When the Strait Closed Table of Contents When the Strait Closed The Commodity Bull Market Has Barely Begun Fourth Quarter 2025 Market Commentary Surging Uranium Demand Meets a Fragile Supply Base Silver's Sell Signal Copper: Slowing Chinese Demand Meets Rising Supply The outbreak of hostilities in the Persian Gulf has already reverberated through global oil markets with remarkable speed. Rather than attempt a full survey of supply-and-demand trends in both oil and natural gas—topics we will ...