The latest insights into commodity markets

Since the middle of 2020, large investment banks have called commodities their favorite asset class for the coming decade. Fast forward three years and data shows that the commodities super-cycle has developed well. Where can investors still find opportunities in this space? Here are some of the latest insights into commodity markets to help answer this key question.

Energy and Natural Resources Report 2023 (Bain & Company)

Companies are outperforming the rest of the world in reducing emissions, but expect the rate of decarbonization to slow over the coming years.

Gold ETF Commentary: Outflows Continued In August (World Gold Council)

For compliance reasons, this paper is only accessible in certain geographies

Gold-backed ETFs and similar products account for a significant part of the gold market, with institutional investors using them to implement many of their strategies.

Strong Fundamentals Anchor Uranium’s Rise (Sprott AM)

Utilities are refocusing on rebuilding their uranium inventories, as secondary supply may have reached its peak.

Will Labor Unions Drive Change In The Aluminium Market? (CME Group)

Electrification positively affects aluminium content and compensates for the transition away from powertrain and transmission components.

The Case For Timber (S&P Dow Jones Indices)

Trading of timber-linked products has seen massive growth in the past decade, with this appetite expected to continue growing in the coming years.

Monthly Gold Compass September 2023 (Incrementum)

The latest Gold Compass report brings to life decades of relevant data for gold investors globally.

Revisiting The Silver Crisis (Commodity Insights Digest)

What happens in commodity markets is critical for the stability of the financial system. That is why understanding the Silver Crisis is crucial.

Geopolitics and Decarbonization in the Mining & Metals Sector (White & Case)

The race to decarbonize industrial production, transport and entire economies has brought the politics of the mining and metal sector to the fore.

Monthly Oil Market Report Sep 2023 (OPEC)

In the OECD region, oil demand in 2023 is expected to rise by 0.1 mb/d, while in the non-OECD region, oil demand is expected to rise by about 2.3 mb/d.

A Tax to Curb Meat’s Problems (FT)

Will a new tax help the world move on from meat? From an environmental perspective this development may seem like a solution.

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