The Start of a New Commodity Supercycle
The beginning of a new commodity supercycle is currently signaled mainly by the strong demand and rising prices for precious metals and other commodities. This development offers attractive opportunities for investors, especially in the area of mining stocks.
Reasons for the Commodity Supercycle
- Uranium as a Driver: A particularly strong impulse comes from the uranium market. Due to political measures such as the import ban on Russian uranium in the USA since May 2024 and the associated supply crisis, prices for American uranium are rising significantly. This leads to a rally in uranium stocks, which can still be traded at relatively low prices.
- Precious Metals on the Rise: In addition to uranium, silver is also gaining sharply and reaching multi-year highs, indicating the beginning of a rally. The gold-silver ratio is an important indicator for investors to assess the potential for further price increases. Gold also benefits from the overall commodity demand and is valued as a safe haven during times of economic uncertainty.
Importance for Investors
- Opportunities in Mining Stocks: The new supercycle makes mining companies particularly attractive as they directly benefit from rising commodity prices. In particular, stocks from the precious metals sector (gold, silver) as well as strategic metals like uranium offer good return opportunities.
- Market Outlook Generally Positive: Experts expect a continued strong bull market until at least the end of 2025 despite certain risks, with opportunities also outside of major tech stocks. The revival of economic growth also supports demand for commodities overall.
In summary, the return of the “Commodity King” – here represented by the sharply rising uranium price – signals a new upswing in the sector of commodities and precious metals. For investors, this means a promising opportunity, especially through investments in mining stocks to benefit from the beginning supercycle.