Equity markets are quietly broadcasting a message that commodity investors have heard before: when resource stocks start to ...
The commodity supercycle is breaking out… copper demand from AI data centers could hit 572,000 tonnes by 2028… how Eric, ...
Overall, there’s growing evidence for a new cyclical bull market in commodities (following a cyclical bear market from 2022-24). This is likely to become a major macro theme in 2026 (not to mention a ...
While gold surges and copper stagnates in apparent chaos, commodity markets actually follow a secret pattern that repeats ...