Commodity Calls: Week Ending 6 December 2024
The uranium and copper industries continue to attract significant commitments from both private sector investments, including companies like Meta, and government support, ... By Marc Jocum
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The uranium and copper industries continue to attract significant commitments from both private sector investments, including companies like Meta, and government support, ... By Marc Jocum
The copper industry remains in focus with potential M&A activity restarting and record production from Chile, while oil prices retreated last week ... By Marc Jocum
International collaboration to advance nuclear energy initiatives continues to progress, though Australia remains behind. Meanwhile, escalating geopolitical tensions, including the wars in ... By Marc Jocum
Gold is perhaps the oldest investment known to man. In ancient times, it enchanted pharaohs and moved kingdoms, and today it is ... By Justin Lin
The 2024 United Nations Climate Change Conference (COP29) continues this week in Azerbaijan where nations are coming together to work towards global ... By Marc Jocum
Most commodities fell after Donald Trump’s US election victory, but long-term demand from renewable energy, power grid expansion, and data centers remains ... By Marc Jocum
After taking a healthy breather over Q3 2024, the nuclear theme is rising once again as a top performer. This quarter, we ... By Justin Lin
Uranium producers form strategic partnership, the OPEC+ pushes back output increases, and Asian investors snap up gold ahead of the US election. ... By Justin Lin
Biden Administration approves its first lithium project, palladium rallies on possible Russian sanctions, and geopolitical tensions renew crude oil’s risk premium. Join ... By Justin Lin
Precious metals rally as Europe cuts rates, crude oil falls on weak Chinese data, and European countries push for nuclear energy. Join ... By Justin Lin
Korea helps the Philippines with its nuclear reactors, oil prices fall as hopes of ceasefire diminish war risk, and Rio Tinto makes ... By Justin Lin
Uranium boosted by Microsoft-related moves, LNG demand to lift in 2025, and US Fed and job news affects gold prices. Join Global ... By Global X Research Team
Copper bounces on Chinese Policy Blitz, gold hits all-time high on Fed cut expectations, and uranium receives support from major global banks. ... By Justin Lin
Lithium miners go offline in China, oil exports jump in Russia, and Microsoft secures some nuclear power. Join Global X each week ... By Justin Lin
Gold has staged an impressive rally thus far in 2024, with the metal recently hitting an all-time high. We believe that recent ... By Global X Research Team
Gold hits a new all-time high on poor economic data, Russia considers restricting uranium exports to the West, and crude oil demand ... By Justin Lin
Uranium has gone through a bout of volatility over the past few months, notably selling off from the decade highs it had ... By Justin Lin
Kazakhstan wants to use the uranium they mine, Goldman Sachs cuts bullish copper outlook, and rising adoption of hybrids drive palladium demand. ... By Justin Lin
Libya shuts down 50% of its oil production, BHP downgrades copper demand in 2024, and gold looks to break its “September Curse”. ... By Justin Lin
Gold bounces as Jackson Hole sends dovish signals, uranium rallies on weak projected 2025 output, and Pilbara puts its plans for the ... By Justin Lin
As the number of artificial intelligence (AI) initiatives grow, so have the power demands of hyperscalers and global data centres. By 2026, ... By The Global X Research Team
Work resumes after strike at the world’s largest copper mine, money managers are most bullish on gold since 2020, and the US ... By Justin Lin
Weak Chinese oil imports raises alarm, Taiwan shuts down a nuclear reactor, and gold voted best safe haven asset. Join Global X ... By Justin Lin
Chinese copper demand looks to recover, Kazatomprom boosts its uranium output, and investors rush to gold as tensions flair in the Middle ... By Justin Lin
Europe is working to bring nuclear energy back as a key component of its energy mix. Despite divergence in energy policy across ... By Global X Research Team
Gold slides on a stronger US dollar, India secures its supply of critical minerals, and oil traders wait for the OPEC meeting. ... By Justin Lin
US oil producers do more with less, China’s third plenum disappoints copper traders, and US presidential chaos to increase gold appeal. Join ... By Justin Lin
Copper has long been associated with cyclical and macroeconomic trends, with demand for the metal and, subsequently, prices, being highly correlated with ... By Global X Research Team
Australians change their mind on nuclear energy, BHP suspends nickel mining operations, and Rio Tinto looks to acquire copper miners. Join Global ... By Justin Lin
Tropical storms impact oil output, physical gold is getting harder to find, and France needs more nuclear-qualified workers. Join Global X each ... By Justin Lin
Japan discovers trove of battery metals in the Pacific, US oil producers investigated for collusion, and copper stockpiles show signs of returning ... By Justin Lin
Chinese refineries send copper overseas, India snaps up discounted Russian oil, and US encourages nuclear energy innovation. Join Global X each week ... By Justin Lin
Serbia is set to open Europe’s largest lithium mine, US citizens show love for nuclear energy, and Russia vows to cut back ... By Justin Lin
Crude oil demand rises thanks to jet-setting tourists, the Chinese central bank pauses gold purchases, and copper needs 194 new mines to ... By Justin Lin
OPEC+ sends mixed messages on supply cuts, BHP fails to acquire Anglo American, and gold waits on European Central Bank’s rate decision. ... By Justin Lin
Silver is one of the most overlooked investments in the world of commodities. Despite its many unique qualities, it often sits unwarrantedly ... By Justin Lin
Copper smelters fight for scraps, China buys the dip on cobalt, and OPEC+ looks to extend production cuts on oil. Join Global ... By Justin Lin
Copper’s Recent Surge Copper prices have surged recently, driven by a mix of inflationary pressures and disruptions in supply and demand. While ... By Billy Leung
US slams ban on Russian uranium, rising rate-cut sentiment buoys crude oil price, and copper experiences the short squeeze of a lifetime. ... By Justin Lin
Commodities have long been a staple in investment portfolios as they offer a range of benefits from diversification, hedging against other asset ... By Libby Hopper
Nuclear power is a clean, efficient, and essential source of electricity used to meet the world’s growing energy demands. Nuclear power can ... By Global X Research Team
India secures its lithium pipeline, China starts importing more oil, and improving rate-cut odds buoy copper sentiment. Join Global X each week ... By Justin Lin
Gold rejoices on poor US data, mining giants take turns bidding on copper, and overproducing oil nations get a slap on the ... By Justin Lin
Investing in gold is as old as investing itself. In ancient times, gold enchanted pharaohs moved kingdoms and was taken as currency ... By David Tuckwell
Gold rallies on rising geopolitical tensions, crude oil demands a war-risk premium, and copper supply stays lacking. Join Global X each week ... By Justin Lin
David Tuckwell, Senior Product and Investment Strategist, delves into investing in physical gold and where it may sit in a portfolio.
US sanctions Venezuelan oil, China cannot get enough gold, and copper touches 22-month highs as industry top dogs meet. Join Global X ... By Justin Lin
Gold rallies on rising geopolitical tensions, crude oil demands a war-risk premium, and copper supply stays lacking. Join Global X each week ... By Justin Lin
Mexico halts crude oil exports, China keeps buying gold, and Goldman gives uranium the stamp of approval. Join Global X each week ... By Justin Lin
Western Australia urged to reconsider uranium bans, US sanctions weigh down crude oil shipping, and gold rises on Fed’s rate cut promise. ... By Justin Lin
Australian rare earth miners get US backing, Congo overtakes Peru in copper output, and gold hits all-time highs as Fed confirms rate ... By Justin Lin
Chinese youth scramble for gold beans, Russian oil refineries are hit in drone strikes, and copper touches 11-month highs on supply concerns. ... By Justin Lin
Gold rallies to all-time-highs, Japanese nuclear plants come back online, and platinum group metal (PGM) miners start to feel the pain. Join ... By Justin Lin
The US’s uranium enrichment industry gets a US$2.7 billion boost, growing lithium demand pulls US and Chile closer, and gold rallies to ... By Justin Lin
Pilbara Minerals sees an end to lithium’s plight, copper prices could rally 6% on Fed rate cut, and gold edges higher as ... By Justin Lin
Crude oil looks to rise as geopolitical tensions return to the Middle East, precious metals remain dependent on the Fed’s rate-cut narrative, ... By Justin Lin
ETF Express is Global X’s weekly coverage of the latest ETF Market Moves, Thematic Spotlight and Commodity Calls. Crypto ETFs (CRYP, ... By Justin Lin
ETF Express is Global X’s weekly coverage of the latest ETF Market Moves, Thematic Spotlight and Commodity Calls. Uranium ETFs (ATOM, ... By Justin Lin
ETF Express is Global X’s weekly coverage of the latest ETF Market Moves, Thematic Spotlight and Commodity Calls. Crude Oil (OOO) ... By Justin Lin
ETF Express is Global X’s weekly coverage of the latest ETF Market Moves, Thematic Spotlight and Commodity Calls. Semiconductor firms and ... By Justin Lin
At first glance, nuclear power and renewables don’t appear to have much in common. Wind and solar energy are decentralised and variable, ... By Global X Research Team
ETF Express is Global X’s weekly coverage of the latest ETF Market Moves, Thematic Spotlight and Commodity Calls. Ethereum (EETH) was the ... By Justin Lin
ETF Express is Global X’s weekly coverage of the latest ETF Market Moves, Thematic Spotlight and Commodity Calls. Inverse bond and equity ... By Justin Lin
ETF Express is Global X’s weekly coverage of the latest ETF Market Moves, Thematic Spotlight and Commodity Calls. Physical palladium (ETPMPD) was ... By Justin Lin
As net-zero targets loom and non-renewable fuels grow more expensive, nuclear energy has risen as a critical piece of the global decarbonisation ... By Global X Research Team
ETF Express is Global X’s weekly coverage of the latest ETF Market Moves, Thematic Spotlight and Commodity Calls. Looking for our Digital ... By Justin Lin
ETF Express is Global X’s weekly coverage of the latest ETF Market Moves, Thematic Spotlight and Commodity Calls. Risk-on, tech-oriented ETFs ... By Justin Lin
ETF Express is Global X’s weekly coverage of the latest ETF Market Moves, Thematic Spotlight and Commodity Calls. Cryptocurrency ETFs (CRYP, ... By Justin Lin
ETF Express is Global X’s weekly coverage of the latest ETF Market Moves, Thematic Spotlight and Commodity Calls. Clean energy ETFs ... By Justin Lin
ETF Express is Global X’s weekly coverage of the latest ETF Market Moves, Thematic Spotlight and Commodity Calls. Looking for our Digital ... By Justin Lin
ETF Express is Global X’s weekly coverage of the latest ETF Market Moves, Thematic Spotlight and Commodity Calls. Risk-on and leveraged ... By Justin Lin
ETF Express is Global X’s weekly coverage of the latest ETF Market Moves, Thematic Spotlight and Commodity Calls. Cryptocurrency ETFs (CRYP, ... By Justin Lin
ETF Express is Global X’s weekly coverage of the latest ETF Market Moves, Thematic Spotlight and Commodity Calls. Bitcoin ETFs (EBTC) ... By Justin Lin
Major economies like China, India, Japan, Europe, and the United States embracing nuclear power and expanding their nuclear power capacities have caused ... By Global X Research Team
ETF Express is Global X’s weekly coverage of the latest ETF Market Moves, Thematic Spotlight and Commodity Calls. Physical gold and ... By Justin Lin
ETF Express is Global X’s weekly coverage of the latest ETF Market Moves, Thematic Spotlight and Commodity Calls. Looking for our Digital ... By Justin Lin
ETF Express is Global X’s weekly coverage of the latest ETF Market Moves, Thematic Spotlight and Commodity Calls. Uranium ETFs (ATOM, ... By Justin Lin
ETF Express is Global X’s weekly coverage of the latest ETF Market Moves, Thematic Spotlight and Commodity Calls. Short equity funds ... By Justin Lin
ETF Express is Global X’s weekly coverage of the latest ETF Market Moves, Thematic Spotlight and Commodity Calls. Uranium ETFs (ATOM, ... By Justin Lin
ETF Express is Global X’s weekly coverage of the latest ETF Market Moves, Thematic Spotlight and Commodity Calls. Looking for our Digital ... By Justin Lin
ETF Express is Global X’s weekly coverage of the latest ETF Market Moves, Thematic Spotlight and Commodity Calls. Risk-on investments (CRYP, ... By Justin Lin
ETF Express is Global X’s weekly coverage of the latest ETF Market Moves, Thematic Spotlight and Commodity Calls. Uranium ETFs (ATOM, ... By Justin Lin
As net-zero targets loom and non-renewable fuels grow more expensive, nuclear energy has risen as a critical piece of the global decarbonisation ... By Global X Research Team
ETF Express is Global X’s weekly coverage of the latest ETF Market Moves, Thematic Spotlight and Commodity Calls. Short equity funds (BBOZ, ... By Justin Lin
ETF Express is Global X’s weekly coverage of the latest ETF Market Moves, Thematic Spotlight and Commodity Calls. Looking for our Digital ... By Justin Lin
ETF Express is Global X’s weekly coverage of the latest ETF Market Moves, Thematic Spotlight and Commodity Calls. Short US ... By Justin Lin
ETF Express is Global X’s weekly coverage of the latest ETF Market Moves, Thematic Spotlight and Commodity Calls. China-focused ETFs ... By Justin Lin
Despite their name, rare earth elements (REEs) are a relatively abundant group of 17 metallic elements. In fact, the three most abundant ... By Global X Research Team
ETF Express is Global X’s weekly coverage of the latest ETF Market Moves, Thematic Spotlight and Commodity Calls. Healthcare ETFs ... By Justin Lin
Silver often flies under the radar of its metal counterpart, gold, but silver has unique properties that make it attractive as both ... By Global X Research Team
ETF Express is Global X’s weekly coverage of the latest ETF Market Moves, Thematic Spotlight and Commodity Calls. Risk assets ... By Justin Lin
Commodities cover a broad range of raw materials that form the basis of the global economy, including everything from oil to grains ... By Global X Research Team
Copper is known in the financial markets as “Doctor Copper” due to its tendency to predict turning points in the global economy. ... By Justin Lin
When considering investments in precious metals, silver is often overlooked in asset allocation despite having many unique beneficial attributes of its own. ... By Justin Lin
Nuclear energy and uranium are in the thick of global climate conversations as international governments aim to reduce fossil fuel reliance and ... By Libby Hopper
Sometimes all that glitters is gold. The precious metal has been a recognised store of value and investment staple throughout history, and ... By Global X Research Team
In the face of a global pandemic, geopolitical conflict and significant supply concerns, investors have flocked to commodity exchange traded funds (ETFs) ... By Libby Hopper
From France to Japan, countries around the world are taking steps to reduce their carbon footprint and nuclear energy, powered by uranium, ... By Global X Research Team
Did you know more than 10% of the world’s energy production comes from uranium and nuclear power?1 Nuclear energy adoption is growing ... By Global X Research Team
Copper is a key metal of the global economy given its high ductility, conductivity, and corrosion-resistant properties. Further to its existing usage, ... By Global X Research Team
With the gold price re-approaching record highs, many are wondering what will happen next. While no-one knows for sure which way the ... By David Tuckwell
Decarbonisation is one of the great challenges of the 21st century, and electrification has risen as our weapon of choice to tackle ... By Justin Lin
Nuclear power is a key technology in the global transition from fossil-fuels in order to reach net-zero carbon emissions by 2050. The ... By Global X Research Team
The world is rapidly embracing clean technologies like electric vehicles (EVs), battery energy storage systems, hydrogen fuel cells, wind power systems, and ... By Global X Research Team
The world’s energy needs are growing rapidly, subsequently energy security and supply concerns are coming into play – particularly as net-zero by ... By Justin Lin
The European Union plans to overhaul its Emission Trading System to become climate-neutral by mid-century. The move is a part of a ... By Libby Hopper
Key Takeaways Carbon allowances are growing in popularity around the world, as governments explore policies for bringing down greenhouse gas emissions. Thanks ... By David Tuckwell
Climate change policies are becoming more prevalent around the world as governments and companies scramble to meet net-zero by 2050. Carbon allowances ... By Libby Hopper
In the world’s continued search for clean energy, many eyes are falling on nuclear energy. With its reliable and carbon-free output, nuclear ... By Justin Lin
The world runs on electricity, and electricity runs on copper. From cars to aeroplanes, solar panels to wind turbines, copper is one ... By Justin Lin
For more than 10,000 years copper has been a significant contributor to the world’s social and technological advancements. Its special properties make ... By Global X Research Team
As the world transitions to clean energy, ‘green’ metals are set to be in record demand. Renewable energy requires far more metal ... By Justin Lin
Executive Summary Gold has three main uses in an investment portfolio: diversification, crisis hedging, and tactical trading. Of these three uses, we ... By David Tuckwell
As the world embraces the energy transition, mining and metals companies stand to be major winners. Creating and storing renewable energy requires ... By Justin Lin
Key Takeaways: As the world embraces the energy transition mining companies stand to be one of the primary winners. Clean energy requires ... By David Tuckwell
We believe that we are in the early stages of a dramatic shift in lithium demand. The main driver: the acceleration of ... By Global X Research Team
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