24.06.2025

The Beginning of a New Commodity Supercycle: Opportunities for Investors

Introduction

The announcement of an impending commodity supercycle in 2025 has the potential to excite private investors and retail investors. This cycle presents significant opportunities, particularly in the areas of precious metals and mining stocks.

Uranium Sector as a Hotspot

The American nuclear energy and uranium sector is in a strong rally, fueled by political measures such as the import ban on Russian uranium since May 2024. These measures have led to a supply crisis in enriched uranium in the USA and Europe, driving prices up. Thus, investors can currently purchase uranium stocks at attractive prices and benefit from future value increases.

Precious Metals on the Rise

Not only gold and silver, but also commodities such as copper benefit from the supercycle. Alongside these well-known precious metals, smaller markets like rare earths offer attractive opportunities for investors.

General Commodity Boom

The increasing demand for critical raw materials positively impacts mining companies. Firms like Globex Mining demonstrate considerable diversification and dynamism in this environment.

Market Outlook Remains Positive

Experts predict a sustained bull market until at least the end of 2025, associated with growth potential even outside of the major tech stocks. This makes commodity values an attractive component of a diversified portfolio.

Conclusion

In summary, the current commodity supercycle offers private investors an excellent opportunity to invest early in mining stocks and precious metals, thereby benefiting from the expected price increases. The uranium market shows exceptional potential for value gain this year due to geopolitical developments.