---
title: "[Replay] Natural Resources: Inflation, Capital Cycles & ESG Distortions"
description: Access the Goehring & Rozencwajg call recorded on March 9, 2022 to learn about their outlook for different natural resources including oil, natural gas, uranium and copper as well as other factors affecting investors such as the invasion of Ukraine and inflation.
image: https://info.gorozen.com/hubfs/Calls%20(Live)%20and%20Webinars/2022.03%20Webinar%20Live/2022.03%20Replay%20-%20Webinar%20.png
---

[![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)

### CALL REPLAY RECORDED MARCH 9th, 2022

# Natural Resources: Inflation, Capital Cycles and ESG Distortions

In this video conference call, Managing Partners Leigh Goehring and Adam Rozencwajg (G&R) came together to discuss the outlook for different natural resources including oil, natural gas, uranium and copper as well as other factors affecting investors such as the invasion of Ukraine and inflation.

**During the call, G&R also touched base on these topics:**

- The ongoing energy crisis globally
- How recent developments in the Ukraine are impacting resource markets
- Why ESG pressures will lead to a bigger and longer sustained rally
- Whether inflation is here to stay
- When high prices will start impacting demand

## *Fill out the form on this page to access the call replay. *

## *Access Call Replay*

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)**