Where Next in the Commodities Supercycle?

Commodity prices boom puts energy transition at risk

It's been a good year for oil majors. ExxonMobil, BP, Shell, and Equinor recently announced combined profits just shy of US$200 billion. A restive geopolitical situation and supply/demand dislocations haven't only sent commodity prices soaring; they've also shone a light on the challenge facing the global decarbonisation agenda. This selection of commodities investing research offers allocators some helpful guidance.

Jeremy Grantham on Investing in Green Tech (Conversations With Tyler)

British investor Jeremy Grantham is famous for spotting market bubbles. He is concerned that the one we've created through our dependence on fossil fuels is about to pop.

30 Years of Gold Demand Trends (World Gold Council)

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

The World Gold Council presents the changing dynamics of gold demand over the last thirty years.

Renewable Energy Market Review 2023 (WTW)

Geopolitics, inflation and the energy transition — where do renewables go from here? Experts from WTW explore further.

A New Supercycle Bull Market for Commodities (PGIM Quantitative Solutions)

Commodity supercycles are typically sparked by a sustained and unexpected demand shock and prolonged by slow-moving supply responses.

Exploring Timberland Investment Opportunities in Brazil (Manulife IM)

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

This report by Manulife Investment Management explores the Brazilian timberland investment opportunity.

Could the Metals Shortage Derail the Energy Transition? (Kearney)

Supply/demand dislocation has been causing significant difficulties in global commodity markets. This Kearney report explores where that leaves decarbonisation efforts.

Trends in Indian Investment Demand for Silver (The Silver Institute)

This report by The Silver Institute delves into various aspects of the silver metals market.

Uranium 2.0: Nuclear’s Green Narrative Is Intensifying (Global X ETFs)

For compliance reasons, this paper is only accessible in the UK & Europe

Recent geopolitical and supply/demand challenges have placed nuclear back in vogue. Researchers at Global X ETFs explore further.

Video: Fusion Power | How Close Are We? (FT)

In this video, Simon Mundy of the Financial Times newspaper meets investors and scientists involved in commercialising fusion power.

Platinum Essentials: 2-5 Year Supply Demand Outlook (WPIC)

The World Platinum Investment Council's latest quarterly report presents its outlook for platinum in 2023.