⛏ Commodities could be on the verge of a new super cycle

Why Investors Can’t Seem to Get Enough of Gold
The metal’s blistering price rally since the start of 2024 was partly driven by huge purchases by central banks, particularly in emerging markets as they seek to reduce their dependency on the US dollar, the world’s primary reserve currency. Gold helps diversify a country’s foreign exchange reserves and guard against currency depreciation. Read on »

Silver’s time to shine
mined silver supply last year of 1.010 billion ounces was unable to meet total demand, industrial plus investment, of 1.195 billion ounces. It fell short by 185Moz, and that was including recycling. This is our definition of peak mined silver. Read on »

Commodities could be on the verge of a new super cycle
Today, there are structural factors on both the supply and demand sides of the commodities equation that could catalyze the next boom. To begin, the supply outlook for commodities overall has a few points of vulnerability that, if tested, could support a bullish long-term outlook. Read on »

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