Commodities

  • 26 Apr
    Copper as an Investing Opportunity

    Copper as an Investing Opportunity

    • Copper has declined due to a strong dollar, increased production and a slowdown in China.
    • In the long term a supply deficit is expected as mining grades are constantly getting lower and demand is steadily growing.

    Introduction

    Commodities in general have been in a slump for the last 5 years; the Dow Jones Commodity Index peaked exactly 5 years ago on April 26 2011. High 2011 commodity prices induced new investments that—combined with low interest rates—made it easier to finance new projects, eventually increasing supply. With limited growth in demand the inevitable result was a contraction in prices. More →

  • 19 Apr
    A Coal Perspective on Commodities

    A Coal Perspective on Commodities

    • Coal has seen lots of bankruptcies but companies continue to produce and the price remains low.
    • Iron ore provides better investing opportunities and a better demand scenario.
    • Low cost and low debt producers with increasing demand should be the best risk/reward investments.

    Introduction

    Yesterday’s newsletter mentioned that there might be opportunities in the commodities markets. Today’s letter is going to elaborate on why the coal mining industry is seeing many bankruptcies and extract important insights in order to enable finding opportunities in other commodities that minimize risks and maximize returns. More →

    By Sven Carlin Commodities Investiv Daily
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