---
title: 1Q 2018 Goehring & Rozencwajg Commentary
description: Learn why Leigh Goehring and Adam Rozencwajg have a contrarian view on the electric vehicle and the impacts on oil, energy, and commodities markets in 2018.
---

[![Goehringrozencwajg](https://info.gorozen.com/hubfs/Goehringrozencwajg%20November2017%20/image/Image.png "Goehringrozencwajg")](http://gorozen.com/)

![](https://info.gorozen.com/hubfs/Goehringrozencwajg%20November2017%20/image/Untitled-5.d85e8360.png)

# Déjà Vu: A History and Study of Electric Vehicles and the Oil Market Today

##### *Complete the form on this page to download our Q1 2018 commentary. *

![G&R Q1 2018 Commentary Table of Contents](https://info.gorozen.com/hs-fs/hubfs/Commentaries/Commentary%20Graphics/G%26R%20TOC.png?width=220&height=512&name=G%26R%20TOC.png)In every meeting we attend, everyone wants to discuss the electric vehicle. We’ve decided to tackle the subject in depth — and have come away with some very different conclusions.

Many investors believe that electric vehicles are one of the primary drivers for a bearish outlook for oil. At G&R Associates, our research is telling us something completely different.

In addition to providing our research and outlook on the various commodities markets, this quarter we share additional research on electric vehicles. We know that this is an incredibly complicated subject and there are many disagreements on how the data should be analyzed and interpreted. Also, the issue of climate change and how the vehicle transportation fits into this problem, has created a discussion filled with strong emotion and debate. Please understand that our viewpoint is flexible and open to change. All we ask is that you please read the essay on electric vehicles with an open mind.

**Read Goehring & Rozencwajg’s commentary to learn:**

- Contrarian research on the electric vehicle and the impacts to oil and commodities
- Why investors should be patient with precious metals and consider increasing exposure to oil and agricultural related equities
- Market insights on global oil, natural gas and precious metals markets

## *Please fill out the form on the right to download** a copy of our Q1 2018 commentary.*

## *Download Your Copy*

Goehring & Rozencwajg Associates, LLC. The information provided on this website is intended to provide the investor with an introduction to Goehring & Rozencwajg Associates, LLC. Nothing on this website should be construed as a solicitation offer, or recommendation to buy or sell any security or as an offer to provide advisory services. Information on this website is intended only for United States citizens and residents. Nothing contained on this website constitutes investment, legal, tax, or other advice nor should be relied upon in making an investment or other decision. Investors should always obtain and read an up-to-date investment services description or prospectus before deciding whether to appoint an investment advisor or to invest in a fund.

This material may include estimates, outlooks, projections and other “forward-looking statements.” Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed. Investing entails risks, including possible loss of principal. Investments concentrated in natural resources involve a higher degree of risk than more diversified strategies. Past performance is no guarantee of future results.

Goehring & Rozencwajg Associates, LLC © 2026  
**[ADV Part 3 - Form CRS](https://info.gorozen.com/hubfs/Compliance%20Files/Goehring%20%26%20Rozencwajg%20Associates%20CRS%20Form%20ADV%20Part%203.pdf) **   |   **[Cookie Policy](https://info.gorozen.com/hubfs/Compliance%20Files/G%26R%20Cookie%20Policy.pdf)**     | **   [Privacy Policy](https://info.gorozen.com/hubfs/Compliance%20Files/G%26R%20Website%20Privacy%20Policy.pdf)**