---
title: Here is your copy! Goehring & Rozencwajg Commentary
---
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### Thank You.
Thank you for your interest in our latest market commentary, *On Commodities, Carry Regimes and Changes to Global Monetary Systems,* from commodity and natural resource investors at Goehring & Rozencwajg.
 [OPEN COMMENTARY HERE (PDF) ](https://info.gorozen.com/hubfs/Content%20Offers%20(commentaries)/2024.Q4%20Commentary/2024.Q4%20GR%20Market%20Commentary%20Final.pdf)
# *In the Sharing Mood?*
Your enthusiasm for sharing our insights means the world to us. However, kindly refrain from distributing the PDF directly. Instead, please direct your friends or colleagues to this link: ([https://www.gorozen.com/commentaries/2024-q4](https://www.gorozen.com/commentaries/2024-q4)) to explore our research. You may also [click here to email this commentary](mailto:?Subject=Goehring%20and%20Rozencwajg%20Commentary%20&body=Hi!%20I%20thought%20you%20might%20be%20interested%20in%20the%20latest%20Goehring%20and%20Rozencwajg%20Market%20Commentary.%20For%20more%20information%20visit:%20https://www.gorozen.com/commentaries/2024-q4)to a colleague. Thank you!
*View the Replay! 2024 Investor Day Conference - "Geopolitics, War and Commodities"*
Two years ago, we told you to prepare for the Coming Decade of Shortages. Today, as investors remain complacent, we are seeing troubling signs that storm clouds are gathering, leaving the risk of conflict higher than it has been in generations. On October 21, 2024, industry leaders gathered to discuss the ramifications to the natural resource industry. To watch this fascinating event, you can register for the replay here: [https://conference.gorozen.com/replay](https://conference.gorozen.com)
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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.
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