The copper, uranium, lithium outlook and 7 stocks to watch

Copper prices are expected to rise in the long term due to increased demand from decarbonisation and electrification

There is a supply deficit of uranium due to lack of investment in the industry

The lithium market is more saturated than the copper and uranium markets, but there is still long-term potential for growth

The near-universal investor enthusiasm for commodities in calendar 2022 has tapered off in 2023 so far and for a couple of reasons, investment insiders Todd Warren and Andrew Hines told James Gerrish in a Market Matters webinar on Thursday.Hines, head of research at Shaw and Partners, emphasised China’s lower-than-expected economic growth in the first half of this year as a key reason. And in a broader sense, commodity prices also pulled back on the realisation that the “inflation dragon was far from tamed,” he said.“You need to separate the big picture, long-term thematics of decarbonisation and […]

About the author: StockMan

Please remember:

The information provided here is for general knowledge and educational purposes only.
It is not intended to be a substitute for professional financial advice.
Every individual's financial situation is unique, and what works for one person may not work for another.
Before making any investment or financial decisions, you should always consult with a qualified financial advisor who understands your specific circumstances and goals.

Any information posted on the website has been prepared without taking into account your objectives, financial situation or needs and as such, should never be acted upon. Please be aware that any information posted on this site should not be considered to be financial advice and i am not a financial advisor.

Posting Guidelines
Do
  • Do contribute something to the discussion
  • Do post factual information, analysis and your view on company valuations
  • Do disclose if you have an interest in a security
  • Do take our Terms of Use seriously
Do Not
  • Do not make low-content posts, unsubstantiated ramps or untruthful/misleading statements
  • Do not complain about a post unless you have reported it first, and not on the forum.
  • Do not post financial advice
  • Do not advertise or post sponsored content

Get involved!

Get Connected!

Come and join our community. Expand your network and get to know new people!

Comments

No comments yet