JUST FYI Commodity Cycle: Are YouSeeing It Now?12ShareBy James...

JUST FYI

Commodity Cycle: Are YouSeeing It Now?

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By James Cooper, Friday,20 June 2025

Commodities withvastly different demand and supply fundamentals rising higher all at once… Acoincidence? Read on to find out.

Last week, I wrote about theimportance of understanding the commodity cycle. This is playing out right in frontof you.

We detailed the sudden returnof silver and platinum.

Those two commodities, whichhave been in the doldrums for years, are suddenly and unexpectedly spiking tomulti-year highs.

This week, another segment ofthe commodity market is pressing higher—oil and gas. This market has sat idlefor years, devoid of investor attention!

The Israeli and Iranian conflictholds major concerns for global energy security. And this unloved sector is nowfinally gaining attention.

Why Oil is in Focus:

The Strait of Hormuz is one ofthe world’s most critical maritime chokepoints and plays a central role inglobal energy trade.

It connects the Persian Gulf tothe Gulf of Oman and the Indian Ocean.

According to SignalOcean, an analyst group that tracks global shipping, an estimated 20.9million barrels of petroleum liquids transited through the strait (per day) in2023.

That’s about 20% of globalconsumption and over a quarter of all seaborne oil exports!

So, a disruption here has thepotential to cause much higher prices.

But oil’s recent move higher istypical of the broader commodity market.

This is not a set ofcoincidences.

Gold, silver, platinum, uraniumand now oil. Explosive moves throughout the resource market.

This is precisely what acyclical event looks like.

Resource markets have beenstarved of interest for years, but are finally gaining traction, all at once.

As trade wars, real wars, andgeopolitical tensions rise, there’s a need to invest in real things. And thatwon’t stop with gold.

Meanwhile, Trump is doing all hecan to pound the US dollar lower, another long-term bullish driver for resourcemarkets.

Remember, we had a clear roadsign of what lay ahead in 2025:

As gold prices broke into newall-time highs last year, I told you to be on alert.

Gold is the leader in the cycle.Meaning other commodities would soon follow.

And that’s taking place as wespeak.

Commodities rarely move inisolation. They pivot up or down according to the cycle.

The underlying current thatpushes everything higher, from energy, food, industrial, and precious metals.

Silver and platinum squeezed upearlier this month.

Now it’s oil and gas.

What comes next?

I can’t answer that with 100%certainty, but I can tell you that I’m watching copper closely rightnow…

It’s trading within a tightrange, and is now only about 6% from its all-time highs:

1	Source: Trading View

If the copper market DOES breakhigher, expect it to spark a wave of speculation across resource markets.

That could come next week, or itmight arrive next month.

Either way…

We’re close, so be prepared.

Gold rises on globaltension—copper booms during growth. Grain prices inflate in periods of majordrought.

But their upward trend is drivenby the cycle.

Each commodity has vastlydifferent demand and supply fundamentals, moving them higher or lower eachweek.

Yet they trend with the cycle.

A pragmatist will tell you thisis all a coincidence.

But as I outlined last week:

“History has a pattern of commodities tradingside-by-side, from peak to trough, from stagnation to inflation, from boom tobust.”

As investors, you must recognisethat we’ve entered a period of upward momentum.

Not just gold but all physicalassets.

If you want to learn how to getthe most out of this cycle, join me here.

Until next time.

Regards,

James Cooper,