Energy Demand is Massively Misunderstood, Here’s Why We’re Bullish

By Goehring & Rozencwajg

“Wouldn’t a recession and continued economic weakness reduce energy demand and thus be bearish for oil and gas prices?”

This is a common question that frequently arises during discussions on the Commodity Culture podcast.

To shed light on this matter, Adam Rozencwajg, CFA, Managing Partner of Goehring & Rozencwajg, joined Jesse Day on the Commodity Culture podcast to delve into his research and provide insights.