---
title: 4Q 2020 Goehring & Rozencwajg Commentary
description: Natural Resource Investors, Leigh Goehring and Adam Rozencwajg, discuss the realities of addressing climate change, and what it means for investors.
image: https://info.gorozen.com/hubfs/Commentaries/2020.Q4%20Commentary/2020.Q4%20GR%20Commentary%201%20LinkedIn.png
---

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# Ignoring Energy Transition Realities

##### *Complete the form on this page to download our Q4 2020 commentary.*

**Green investments are in bubble territory, and there is reason to be![2020.Q4 Commentary Thumbnail-1](https://info.gorozen.com/hs-fs/hubfs/Commentaries/2020.Q4%20Commentary/2020.Q4%20Commentary%20Thumbnail-1.png?width=220&name=2020.Q4%20Commentary%20Thumbnail-1.png) concerned.**

Our newest commentary, *Ignoring Energy Transition Realities*, provides perspective investors with what they should know about when it comes to the realities of addressing climate change.

The commentary also provides insight into:

- The shortcomings of recent energy proposals
- What current energy estimates may be missing
- Perspective on how stretched some green valuations have become
- Our own ideas on a more feasible path to reducing carbon emissions

## *Please fill out the form on this page to download** a copy of our Q4 2020 market 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.

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