[Podcast with Financial Sense] Copper Has Years Left to Run

06/17/2021

Managing partner Adam Rozencwajg was recently featured on Financial Sense Wealth Management’s popular podcast to discuss the supply and demand backdrop for copper, and why we’ll likely see higher..

What a Difference a Year Makes (in Oil)

06/15/2021

Exactly one year after West Texas Intermediate crude reached its historic -$37 per barrel low, the damage inflicted on global oil markets from the COVID-19 economic lockdowns has been largely..

Copper Depletion: Decades in the Making

05/19/2021

Prior to 2005, few investors paid any attention to issues related to copper depletion. The reason was simple: the average reserve grade and head grade (that is, the quality of the ore being mined)..

Investors Bearish Yet Energy Demand Has Never Been Stronger

05/10/2019

“We have seen an extraordinary increase in global energy demand in 2018, growing at its fastest pace this decade.” Dr. Fatih Birol, Executive Director of the International Energy Agency (IEA)

 

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Exposure to Commodities: What’s the Right Amount?

04/24/2019

Advisors often expect “traditional” allocations, such as large cap equities or U.S. fixed income, to provide a fair amount of exposure to commodities. For example, a small cap equity manager may..

When is the Right Time to Allocate to Natural Resources?

04/18/2019

While many investors we speak with have dedicated allocations to natural resources, others believe the cyclicality of the asset class warrants a market timing approach. One opinion we’ve heard..

The Relationship Between Yellow Vests and Electric Vehicles pt. 2/2

04/10/2019

In the second edition of our “Yellow vests and electrical vehicles” theme (you can read the first edition here), we dive back into how the inferior energetics of electric vehicles (EVs) are..

The Relationship Between Yellow Vests and Electric Vehicles pt. 1/2

04/04/2019

“There has never been an instance in the history of civilization where a new technology with inferior “energetics” has replaced an older technology with superior “energetics.”

 

While in southern..

How the Electrification of India May Impact Copper Prices

11/20/2018

Based on extremely favorable supply and demand trends, especially in India, copper continues to be our favorite metal.

Copper: Buy the Dip

10/04/2018

Copper equities have pulled back significantly in the last six months and we believe that many offer excellent risk-reward characteristics.

This quarter's

Natural Resource
Market Commentary

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