A few (good) takes on key commodity markets
Explore these timely insights into gold, coal, and other commodities
The geopolitical landscape is becoming more uncertain, deeply affecting the commodities universe. We present some of the most interesting and timely perspectives on these markets below.
Monthly Gold Compass Oct 2024 (Incrementum)
Even after one of the most incredible runs ever recorded in the gold price, it seems that we still have a long way to go. Here is why allocators ought to remain bullish on gold.
Cross Asset Investment Strategy - October 2024 (Amundi)
For compliance reasons, this paper is NOT accessible in the United States
This in-depth publication explores a range of forces shaping global markets and economies, including the prospects for different commodities.
Coal Generation in OECD Countries Falls below Half of Its Peak (Ember)
Among the remaining 24 OECD countries that still have coal-fired electricity, 19 have seen coal power generation fall by at least 30% from peak use in 2007.
A Grain of Wisdom (S&P Dow Jones Indices)
Minneapolis Wheat is one of the three most actively traded wheat futures contracts in the U.S.; the other two being Chicago Wheat and Kansas City Wheat.
A Recount of the U.S. Strategic Petroleum Reserve Trade (OIES)
The U.S. Strategic Petroleum Reserve was created in 1975 in the aftermath of the Oil Embargo by the Organization of Arab Petroleum Exporting Countries.
The AI Revolution and Data Centers: A New Frontier in Energy Demand (Sprott)
Data center creation, maintenance and powering incorporate critical materials, including uranium, lithium, nickel and copper.
Gold Has All the Hallmarks of a Keystone German Investment (World Gold Council)
For compliance reasons, this paper is only accessible in certain geographies
Gold is a widely held investment in Germany – 37% of German investors have invested in or held gold at some point.
The $25B Oil Pipeline and the Canadian Economy (Wall Street Journal)
For compliance reasons, this paper is only accessible in certain geographies
Canada is the world’s fourth largest oil producer because of Alberta’s oil sands. This $25 billion oil pipeline is about to change the whole Canadian economy.
Nuclear Energy (UBS AM)
In their long-term forecasts, organizations, like the International Renewable Energy Agency and the International Energy Agency, show nuclear playing a major part of the 2050 energy mix.
Video: The Case for Broad Basket Commodities (PIMCO)
Over the last five years, commodities has been one of the better performing asset classes, providing genuine diversification to investors.
