Ten Minutes With Tate The Next Commodities Supercycle

Commodities1 Comment

Is a new commodities supercycle emerging? This video offers a macro-level analysis of the long-term structural forces shaping commodity markets, providing critical insights for portfolio managers, allocators, and institutional investors seeking inflation protection and uncorrelated returns. We examine the evolving dynamics behind supply constraints, policy shifts, and multi-decade investment cycles impacting energy, metals, and agriculture. 🔍 What…

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Did You Even Look?

Commodities

I am planning to create a video on commodities at some stage, but statements like the one below, made in the AFR, do make me question whether journalists ever take the time to examine a chart. Prices of soybeans and corn, which are both used to produce biofuels, have risen in tandem with diesel and…

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Soybean Complex Trade Ideas

Commodities

One of the most interesting aspects of trading commodities is the immediate impact any change in the narrative has on the underlying market. What is also interesting is that you get to see several facets of this change in sentiment – commodities often have what are known as complexes – that is, a series of…

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Uranium

Australian Markets, Commodities

One of the problems that traders fall victim to is the notion of myopia, and by that, I mean they often fail to take a step back and look at the broader picture. Usually relying simply on scanning markets manually in an often haphazard manner to find their next big trade. I make a habit…

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Crude Oil

Commodities

Recently, I came across a post in my social media thread where someone was loudly proclaiming that crude was going to $55.00. So I thought I’d better check that out, because, as we know, prediction is difficult, particularly about the future. The chart below is a weekly chart of crude because I always start with…

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