How China, Tariffs, and Nuclear Power Are Reshaping Global Commodities

From Goehring & Rozencwajg

A Global Market Shake-Up: Why Rozencwajg Says Real Assets Are the Future

Is a new commodities supercycle already underway? According to Adam Rozencwajg, Managing Partner at Goehring & Rozencwajg, the answer is a resounding yes—and the implications could be massive for investors.

In a wide-ranging interview with Kitco News, Rozencwajg outlines why he believes a major rotation into real assets has already begun, setting the stage for significant gains in commodities like uranium, gold, platinum, oil, and natural gas by 2030.