Abrdn BBG All Commodity Strategy K-1 Free ETF

Optimi Health

HCW Biologics

Silexion Therapeutics

Vida Global

GCL Global

BiomX

MetaVia

Micware

MicroAlgo

Chile, the top copper supplier, has cut its production forecasts for this year and next, worsening global copper supply issues and pushing prices near record highs. This adjustment highlights the challenges in the copper industry due to rising demand and supply constraints.

CoinLive

ERO Copper

BHP Group Plc

Southern Copper

Rio Tinto Limited

JCCL

Teck Resources B

Rio Tinto

BCI Minerals Ltd

Hudbay Minerals

Rio Tinto plc

Antofagasta plc

 BHP Group Ltd

Freeport Mcmoran

Invesco DB Commodity Index Tracking Fund

Invesco DB TR Base Metals ETF

Harbor Commodity All Weather Strategy ETF

SPDR S&P Mtls & Mng

Invesco Optimum Yield Div Comm Strategy K-1

ISHRS MSCI Glb Slct Met & Mining

Global X Copper Miners

United States Copper Index

iShares Copper and Metals Mining ETF

Sprott Junior Copper Miners ETF

ISHRS S&P Gsci Cmdty

Sprott Copper Miners ETF

Copper Supply Concerns Rise as Chile Cuts Production Forecasts

600489

GS-D

Goldman Sachs has released a comprehensive guide on commodities for portfolio managers, detailing methodologies for price formation, inventory constraints, and market participant roles. Key concepts include the dual anchor mechanism of price formation, the significance of term structures, and the stratification of commodity volatility based on storage costs. The guide emphasizes the roles of commercial hedgers, index investors, and speculators in the market, highlighting their impact on price discovery and risk management. This resource aims to enhance understanding of commodity investments and portfolio allocation strategies.

ZHONGJIN GOLD

GOLDMAN SACHS GROUP INC DEP REP 1/1000TH PRF D

Newmont

Kinross Gold

Goldman Sachs

GOLDMAN SACHS GROUP INC DEP SHS REPSTG 1/1000TH PRF SER C

Agnico Eagle Mines

GOLDMAN SACHS GROUP INC DEP SHR REP 1/1000TH PFD SER A

VanEck Gold Miners ETF

iShares Gold Trust

Invesco Db Precious Metals ETF

ChinaAMC CSI SH-SZ-HK Gold Industry Equity ETF

ChinaAMC Gold ETF

VanEck Junior Gold Miners ETF

Us Cmmdty

Abrdn Gold ETF Trust

SPDR Gold Shares

Roundhill Gold Miners Weeklypay ETF

Pro Ultr GLD

SPDR Gold Minishares

Direxion Daily Gold Miners Bull 2X

Sprott JR Gold Miners ETF

Us Gbl GLD & Met

iShares MSCI Global Gold Miners

GLOBAL X Gold Explorers

Sprott GLD Miners Etf

GS Hldg R

Goldman Sachs' latest commodities methodology: A beginner's guide to commodities for portfolio managers

The dollar turned higher along with oil prices as energy supplies remained disrupted due to the Middle East conflict, and there was uncertainty over the timing of fresh U.S.-Iran peace talks.

Occidental Petroleum

iShares US Oil & Gas Expl & Prod

SPDR O&G Equip

iShares US Oil Equip & Svcs

ISHRS S&P Glb Engy

United States Oil Fund LP

VanEck Oil Refiners ETF

SPDR Energy Select

VG Energy

Us Brent Oil

Wtree Bbg Usd Bull

Invesco DB US Dollar Index Bullish Fund

SPDR O&G Ex & Prd

Pro Ultr Bloomberg Crude Oil

VanEck Oil Services ETF

Dollar turns higher as timing of US.-Iran talks uncertain

601600

000807

601702

CENX

The Middle East conflict has led to an increase in aluminum prices, with three-month aluminum futures prices on the London Metal Exchange rising 1.7% on Monday to $3,558 per ton, nearing a four-year high. The U.S. maritime blockade against Iran has raised supply concerns, and market analysts have pointed out the impact of the blockade of the Strait of Hormuz. Aluminum supply is tight, with the spot price premium over futures soaring to its highest level since 2007. Other metal prices have fluctuated, with copper prices rising due to strong demand from China

腾讯新闻 - 财经

CHALCO

Yunnan Aluminium

Alcoa

Huafon Aluminium

Mtalco

NANSHAN ALUMINIUM

Century Aluminum

Penghua Guozheng Non-ferrous Metal Industry ETF

Guotai CSI Non-ferrous Metal ETF

Hwabao WP CSI Non-ferrous Metal ETF

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

GTJA Allianz SSE Bulk Commodity ETF

China Southern CSI SWS Non-Ferrous Metal ETF

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

Yinhua CSI Non-ferrous Metal ETF

GF CSI Rare Metals Theme ETF

Middle East conflict raises supply concerns, aluminum prices hit a four-year high

WEAT

Bank of America CIO Michael Hartnett predicts that commodities will be the biggest trade over the next five years. He previously indicated that his Sell Signal, triggered in late December, has ended, and warned of potential policy panic with oil prices exceeding $100 per barrel and 30-year yields at 5%. Hartnett's analysis suggests he accurately identified both market peaks and troughs within a three-month timeframe.

ZeroHedge

Teucrium Wheat

Invesco Oil & Gas Services ETF

Teucrium Corn Fd

Teucrium Soybean

Direxion Auspice Broad COM

Invesco DB Agriculture FD ETF

Pro Ultrshrt Crude Oil

Hartnett: Why Commodities Will Be The Biggest Trade Of The Next Five Years

00815

GOLD

600547

603353

GDXU

Bank of America Chief Strategist Hartnett points out that commodities will replace stocks as the biggest winner for the rest of this decade. 'Whoever controls chips, rare earths, minerals, and oil will win the AI race' -- geopolitical games, fiscal expansion, and a weakening dollar are driving a commodity super bull market

- Michael Hartnett, Chief Investment Strategist at Bank of America, believes commodities will surpass stocks as the best investment in the coming years due to geopolitical tensions and the AI arms race.  
- He emphasizes that investors should heavily allocate to commodities as a hedge against risks like inflation and a weakening dollar, while warning that government bonds face challenges amidst fiscal expansion.  
- The strong performance of commodities is already evident, as the Bloomberg Commodity Index has risen by 35% since early 2025, driven by geopolitical conflicts and a transformation in global supply chains.

Wallstreetcn

CHI SILVER GP

Gold.com

Hunan Silver

SD-GOLD

YeChiu Resources

HSPC

BP p.l.c.

Abrdn Silver ETF Trust

EFUND GOLD MI-R

EFUND GOLD MI ETF

Global X Silver Miner

Van Eck Associates Corp.

YieldMax Gold Miners Opt Inc Strgy ETF

iShares Silver Tr

ETFS Capital Ltd.

VanEck Rare Earth/Strategic Metals ETF

Sprott Silver Mnrs & Physical Silver ETF

Sprott Active Gold & Silver Miners ETF

VanEck Vectors Gold Miners UCITS ETF

Sprott PHYs Silver

Abrdn Platinum ETF Trust

Abrdn Precious Metals Basket ETF Trust

China Universal CSI Oil & Gas Resources ETF

EFUND GOLD MI-U

Direxion Daily Jr Gold Miners Bull 2X

ProShares Ultra Energy

Abrdn Palladium ETF Trust

ChinaAMC CSI Petrochemical Industry ETF

Microsectors Gold Miners 3x Leveraged ETN

Bosera CSI Oil & Gas Resources Index ETF

Pro Ultr Silver

BofA's Hartnett: Commodity Bull Market to Last Years, 'Whoever Controls Resources Wins the AI Race'!

The Shanghai Futures Exchange crude oil futures contract 2605 closed up 0.25% in night trading, at 632 yuan/barrel. Shanghai Gold closed up 0.60% in night trading, and Shanghai Silver closed up 1.37%

Direxion Daily Gold Miners Bear 2X

Pro K1 Free Crude Oil

iShares MSCI Global Silver Miners

Direxion Daily Jr Gold Miners Bear 2X

F SAMSUNG OIL

China Southern Shanghai Gold ETF

LME copper futures closed up $396 at $12,709 per ton. LME aluminum futures closed down $21 at $3,455 per ton. LME zinc futures closed down $14 at $3,292 per ton

Penghua CSI Industrial Non-ferrous Metal ETF

Oil and fertilizer stocks faced significant declines following President Trump's cease-fire announcement with Iran, leading to a drop in oil prices. Of the S&P 500's top 20 decliners, 19 were in the oil, gas, or fertilizer sectors. Notably, APA saw an 11.8% drop, while LyondellBasell and Dow fell 10.4% and 9.3%, respectively. Despite the cease-fire, analysts warn that the situation remains fragile, with potential for further conflict. The iShares S&P GSCI Commodity Indexed ETF also fell 7.3% after a strong March performance.

Dow Jones

Lyondellbasell Industries NV

Us 12 Mth Natural Gas

First Trust Natural Gas ETF

Us Natural Gas

Oil and fertilizer stocks get pummeled but are still well above levels before the Iran conflict

Abrdn BBG All Commodity Strategy K-1 Free ETF(BCI.US)

Copper Supply Concerns Rise as Chile Cuts Production Forecasts

Goldman Sachs' latest commodities methodology: A beginner's guide to commodities for portfolio managers

Dollar turns higher as timing of US.-Iran talks uncertain

Middle East conflict raises supply concerns, aluminum prices hit a four-year high

Hartnett: Why Commodities Will Be The Biggest Trade Of The Next Five Years