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Why the Commodity Bull Market Is Just Beginning

Bloomberg Technology Monday 12 October 2026, 04:00 UTC 1 min read
Key Points

Oct 12th, 2026 Why the Commodity Bull Market Is Just Beginning Adam Rozencwajg, portfolio manager at natural resources firm Goehring and Rozencwajg, joins Merryn Somerset Webb to explain why he thinks the commodity bull market may still be in its early stages. They discuss why gold could fall before reaching new highs, why US shale may have peaked and where he sees opportunities in oil and uranium.

Oct 12th, 2026 Why the Commodity Bull Market Is Just Beginning Adam Rozencwajg, portfolio manager at natural resources firm Goehring and Rozencwajg, joins Merryn Somerset Webb to explain why he thinks the commodity bull market may still be in its early stages. They discuss why gold could fall before reaching new highs, why US shale may have peaked and where he sees opportunities in oil and uranium.
the Commodity Bull Market (ORG) Adam Rozencwajg (PERSON) Merryn Somerset Webb (PERSON) US (LOCATION)
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