Goehring & Rozencwajg ✓

@Go_Rozen · New York, USA · joined 12 Dec 2017

Our team has been investing in Natural Resources for over 30yrs. We share our research with the public. View important disclosures: https://t.co/mOomknnX4O

28 133Followers

56Following

498Posts total

100.1KViews on collected posts

Latest posts

Goehring & Rozencwajg ✓@Go_Rozen31 Aug

🌟 NEW RESEARCH: Why have oil inventories remained surprisingly resilient despite major supply disruptions? In "Why the Tanks Have Not (Yet) Run Dry", we explain why the oil market may be considerably tighter than it appears—and share our latest views across natural resources. ht 15.3K views · 134 likes · 22 reposts · 1 replies Open on X →

Goehring & Rozencwajg ✓@Go_Rozen8 Aug

@Go_Rozen The choke on the strait is not nearly as bad as described. There is ample evidence that much mire oil is getting through than reported. I am very long oil, but the market is not crazy, nor complacent. 569 views · 4 likes · 0 reposts · 0 replies Open on X →

Goehring & Rozencwajg ✓@Go_Rozen8 Aug

@Go_Rozen https://t.co/cqsdlQfNvQ 763 views · 2 likes · 0 reposts · 0 replies Open on X →

Goehring & Rozencwajg ✓@Go_Rozen7 Aug

@Go_Rozen Wish you'd go into detail in global crude and product stores. Barely below recent ranges 1.4K views · 3 likes · 0 reposts · 0 replies Open on X →

Goehring & Rozencwajg ✓@Go_Rozen7 Aug

Why haven’t the tanks run dry? After months of disruption, Hormuz remains largely shut and U.S. crude + product inventories are down ~200M barrels since March. Yet investors remain extremely bearish. We explain why we believe the real crisis may still be ahead. 👉🔗 Why 46.2K views · 196 likes · 39 reposts · 15 replies Open on X →

Goehring & Rozencwajg ✓@Go_Rozen24 Jul

🎙️ Is the commodity bull market still in its early stages? Adam Rozencwajg joins Alpine Macro to explain why he remains bullish on oil and uranium—but cautious on crowded copper—and what the U.S.-Iran war may mean for global energy markets. 🎧👉 Listen to the full 8.7K views · 52 likes · 7 reposts · 3 replies Open on X →

Goehring & Rozencwajg ✓@Go_Rozen15 Jul

🎙️Still relevant today: Adam Rozencwajg's conversation with Goldrock Capital on energy markets and geopolitical risk is worth another listen. What if today's energy risks are structural—not cyclical? Adam Rozencwajg joined Goldrock Capital's "Definitely Uncertain" podcast to 7.7K views · 56 likes · 13 reposts · 2 replies Open on X →

Goehring & Rozencwajg ✓@Go_Rozen20 Jun

@Go_Rozen Permian growth slowing to roughly 183,000 barrels per day in 2026 — about 2.7% — closes the shale safety valve at the worst possible moment. For a decade, US tight oil absorbed every OPEC tightening cycle and every geopolitical risk event. That buffer is throttling down 70 views · 0 likes · 0 reposts · 0 replies Open on X →

Goehring & Rozencwajg ✓@Go_Rozen18 Jun

@Go_Rozen It's a good article, and a great chart, but I think if you plot that dataset against price over the same period, or better, price-break even costs, you'll see a strong correlation. To get growth, all you have to do is let oil stay profitable for a year or two, but that' 162 views · 1 likes · 0 reposts · 0 replies Open on X →

Goehring & Rozencwajg ✓@Go_Rozen17 Jun

@Go_Rozen You just move capital flows to Northern Alberta. 225 views · 1 likes · 0 reposts · 1 replies Open on X →

Goehring & Rozencwajg ✓@Go_Rozen17 Jun

Article Spotlight: For years, growth from the Permian Basin helped offset tightening conditions elsewhere in the global oil market. But that growth has been slowing. What happens if the world's most important source of non-OPEC supply can no longer grow fast enough to meet 19.1K views · 53 likes · 13 reposts · 7 replies Open on X →

Against accounts of the same size

1 posts from the last 90 days, next to the 10K–100K follower range. shown widely, but few of those viewers react.

Median views15 268this account924median for 10K–100K

Reach, %54.27%this account3.62%median for 10K–100K

Engagement, %1.07%this account1.52%median for 10K–100K

Metric	This account	Median for 10K–100K	Ratio
Median views per post	15 268	924	16.5×
Reach (views ÷ followers)	54.27%	3.62%	15.0×
Engagement rate	1.07%	1.52%	0.71×

Others in this range → Compare with another account → How these benchmarks are built →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

19.1K17 Jun

225

16218 Jun

7020 Jun

7.7K15 Jul

8.7K24 Jul

46.2K7 Aug

1.4K

7638 Aug

569

15.3K31 Aug

Last 11 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.40%17 Jun

0.89%

0.62%18 Jun

0.00%20 Jun

0.92%15 Jul

0.73%24 Jul

0.56%7 Aug

0.22%

0.26%8 Aug

0.70%

1.07%31 Aug

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.

What the audience does

Likes54.0%502 in total

Reposts10.1%94 in total

Replies3.1%29 in total

Quotes2.4%22 in total

Bookmarks30.4%282 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Similar accounts

Frequently asked questions about @Go_Rozen

How many followers does @Go_Rozen have?

28 133 followers.

How many posts has @Go_Rozen published?

498 posts.

How do posts by @Go_Rozen perform?

Collected posts: 11. Views: 100 121. Likes: 502.