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 […]

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