Disclaimer
This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. This material should be considered as general market commentary.
The commodity and energy sectors could almost be seen as polar opposites to the technology sector. Value sectors rather than growth, cyclical companies rather than those with higher quality earning streams, and old economy rather than new economy. But, to put it simply, we wouldn’t have the internet, artificial intelligence, or mobile phones without oceans of raw materials to build the machines and power them. The key strategic areas in the economy right now all require vast amounts of materials, not only AI but also renewable energy. Both these require huge investments in power generation and transmission capacity. This means the fate of these sectors could be intimately entwined. Here we consider some of the key questions investors have to be asking about the commodity markets in light of these critical trends and ask which parts of the commodity complex will remain integral parts of the new economy.
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