The New Commodity Supercycle: Gold, Copper & Uranium
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The New Commodity Supercycle: Gold, Copper & Uranium
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In our debut episode, Robert speaks with Justin Lin, Investment Strategist at Global X ETFs, to explore the catalysts behind a potential new commodity supercycle. As traditional supply chains fracture and global central banks hoard gold to bypass the US financial system, the investment landscape is experiencing structural shifts not seen in decades.
This conversation dives into the real-world impact of protective trade policies on global copper inventories, the geopolitical realities of China’s 25-year head start in rare earth processing, and how the surging energy demands of AI are fundamentally rewiring long-term contract pricing in the uranium market.
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Disclaimer:
This information is general advice and does not take account of investors’ objectives, financial situation or needs. Before acting on this general advice, investors should therefore consider the appropriateness of the advice having regard to their objectives, financial situation or needs.