Podcast: Examining the commodities rally

About the author:

Tom Sartor
Author name:
By Tom Sartor
Job title:
Senior Analyst
Date posted:
11 January 2021, 3:40 PM
Sectors Covered:
Junior (Emerging) Resources, Bulk Materials

There have been some amazing price moves and some fascinating developments in the markets for both physical commodities and for commodity-facing equities in the last few weeks.

Some of it feels a little like 2005 or 2006, however the key drivers are very different now (abundant liquidity/stimulus, USD flight, China) compared to what they were then (China, synchronous growth, supply crunch).

I discuss the key points to consider in my podcast below.

Listen now

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Disclaimer: Analyst may own stocks. The information contained in this report is provided to you by Morgans Financial Limited as general advice only, and is made without consideration of an individual's relevant personal circumstances. Morgans Financial Limited ABN 49 010 669 726, its related bodies corporate, directors and officers, employees, authorised representatives and agents (“Morgans”) do not accept any liability for any loss or damage arising from or in connection with any action taken or not taken on the basis of information contained in this report, or for any errors or omissions contained within. It is recommended that any persons who wish to act upon this report consult with their Morgans investment adviser before doing so.

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