Explore Every Angle

Our monthly commodities tracker looks at recent developments across several subsectors, including uranium, copper, precious metals, and disruptive materials.

AI-driven demand, supply chain constraints, and resource security concerns may be enhancing the strategic importance of commodities for long-term investors.

Our monthly commodities tracker looks at recent developments across several subsectors, including uranium, copper, precious metals, and disruptive materials.

Commodities generally performed well in a volatile first quarter that was dominated by energy and the Iran conflict.

Blocking the Strait of Hormuz highlighted energy markets’ vulnerability, creating a potential catalyst for increased investment in alternative energy.