Commodities Predictions
Browse Commodities market predictions and forecasts from well-known financial commentators. Each prediction is tracked from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.
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[1:35] I I do agree with you that overall uh we are in a strong commodities bull market and I see that continuing for quite a while.
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[14:38] oil prices, grain prices, sugar prices, cotton prices, they're all in technical positions to advance in a major way over the next couple years because they're vastly undervalued.
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[11:56] I have a never seen so many capex cycles happening simultaneously at the same time... I think you're going to miss an incredibly important investment opportunity that I think is just going to keep continuing and continuing to stay very strong for the next 10 years.
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[17:23] I do think that we are we've already seen a large uptick in commodity prices. So, we're I think we're well into a move that will continue. I say that for a couple of reasons. Number one, what we've been talking about, the amount of capital that's going into the AI spend and digitization, electrification, robotics.
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[7:14] Commodity prices have to go higher because demand is growing without any real increase in supply. To get new supply into the market, you're going to need higher prices.
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[31:37] we are entering a super cycle in commodities and commodity prices will be going up but that that that is not going to be the cause of the inflation going up. It's the money supply.
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[2:42] this really strong move that we've seen in gold over the last year 18 months was really foreshadowing uh a coming move in the broader commodity space which we're now seeing which leads interest rates
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[38:30] the commodity bull cycle has years to run. And so if if you're smart about picking your stocks, you can find stocks that you can you can buy as core holdings in a portfolio that you're looking to to hang on to for for 5 to 10 years and just ride the belly of a commodities cycle curve that will absolutely translate into into superb performance for these these these uh shares in the stock market.
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[15:31] I think for investors it's pretty clear that you want to own a lot of gold and you want to have have access to that gold and I think that you know betting on uh commodities is a really really good bet
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[7:58] So, I do think that there's going to be sort of a bid uh underneath commodities and I do think that uh it's going to prolong what I believe is a commodity bull market that we're currently in.
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[33:15] I think the uh the commodities bull market has legs um because we're making so many plans as a civilization and a lot of those plans require an awful lot of various kinds of commodities.
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[9:08] going forward I think commodities will outperform uh stocks uh over the next probably 5 years at least.
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[3:20] now we are we transitioned around the end of last year where we were saying okay in 2026 that ideal portfolio is is going to transition to an overweight and commodities and commodity related businesses uh to pair with your overweight equity position
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[33:37] I think we're going to overheat later this year and commodities are hard to disrupt. If you're gonna if AI is going to go exponential, you need to own hardware in commodities
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[23:26] But it's, you know, it's it's not just precious metals. It's industrial metals, right? It it's this is going to be a commodity boom.
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[37:50] I think in 6 months, um, the odds are you going to be paying a higher price, not a lower one
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By February 2026, durable goods prices were higher than in August 2025, with OpenBrand's CPI showing 15 consecutive months of month-over-month price increases, and the Yale Budget Lab confirming significant tariff pass-through to durable goods (over 100% implied pass-through by late 2025). However, the increases were more modest than many predicted — BLS data showed durable goods roughly flat month-to-month in February and only moderate annual gains. (https://openbrand.com/newsroom/blog/cpi-february-2026)