原创力文档2026年第二季度自然资源市场评论 2026.Q2 GR Market Commentary Goehring Rozencwajg Natural Resource Market Commentary.docx
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SECONDQUARTER2026--AUGUST282026
GoehringRozencwajg
NaturalResourceMarketCommentary
ManagingPartners:
LEIGHR.GOEHRINGADAMA.ROZENCWAJG
GOEHRINGROZENCWAJG
NaturalResourceInvestors
WHYTHE
TANKSHAVENOT(YET)
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TableofContents
WhyTheTanksHaveNot(Yet)RunDryNotthe
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