This year has not been kind to commodities, says Marina Gerner. 2019 could well be different.
A stronger global economic backdrop has bolstered demand for aluminium, while in China, a clampdown on pollution and excess capacity after years of rampant growth is squeezing supply.
The mining sector has performed extremely well in recent months, even as investors worry about the state of the wider market. But, asks John Stepek, can this bull market last?
As emissions caps choke demand for diesel vehicles, electric cars will start motoring. Buy lithium miners and battery makers to cash in, says Julie Boote of Pelham Smithers Associates.
A decade-long mining boom has ended. A lack of discoveries today means a shortfall – and price rises – tomorrow. Zinc and lead may not seem thrilling, but Dominic Frisby is getting excited.
Zinc, one of the most widely used metals in the world, is in short supply. That’s good news for investors. Dominic Frisby picks the best ways to buy in.
Palladium, used mostly in catalytic converters in petrol engines, is 2017’s best-performing commodity with a 30% gain.
Donald Trump’s election gave commodities a boost last autumn. But now the trend has reversed, with metals especially weak. The culprit is the key driver of demand: China.
Aluminium futures have charged ahead of those of other metals in 2017, hitting a 22-month high in early March, but the rally has now faltered.
Lithium is the fuel of the clean tech revolution. That’s sent the stocks of lithium producers soaring. But we’ve seen this story before, says Dominic Frisby. It never ends well.
Copper has gained around 10% since the start of 2017. But don’t count on high prices lasting.
A potential peak in industrial metals prices could mean the US dollar is set to go higher. But nothing is certain, says Dominic Frisby. Here’s how he’s playing it.
Palladium reached a near-two-year high of almost $800 an ounce last week. And there may well be further to go.
Last week the price of uranium bounced by 10% after Kazakhstan, the world’s biggest producer, said it would cut output by a tenth, or 3% of total global production.
There can be few commodities that are quite as heavily despised as uranium. But 2017 could be the year it makes a comeback. John Stepek explains why.
The price of iron ore looks “unstoppable”. But the rally may have gone too far.