What causes secular bull and bear markets in commodities. What factors suggest a new commodities bull market has started and how can investors participate. What are the risks.

Topics include:

• What is a bull and bear market
• How long have earlier commodity bull and bear markets lasted and what were the returns
• What led to the current commodity bear market that began in 2011
• How shareholder revolts and ESG mandates have contributed to reduced investment in the commodities space, contributing to the rebound in commodity prices
• Why natural gas prices are so much higher in Europe than the U.S.
• How the shift to electric vehicles is driving the demand for commodities
• What are five ways to participate in a commodities bull market

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Show Notes

Jeff Currie on the 'Volatility Trap' Keeping Commodity Prices So High - Odd Lots - Bloomberg

NGP Energy Capital

Research—Strategas Securities

The Energy Blame Game and Other False Narratives—Energy Income Partners

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