The Commodities / Durable Plays for the Next Decade
The commodities / durable plays for the next decade:
Silver | $iShares Silver Trust(SLV)$, $Contango Ore, Inc.(CTGO)$, $Hecla Mining(HL)$
-> $DXY is down 2.4% this month.
-> M2 money supply is up ~5% in the last 3 months.
-> AI buildout relies on silver as it's got the highest electrical conductivity of any metal.
-> ~80% of silver is mined as a by-product.
Copper | $Global X Copper Miners ETF(COPX)$, $Trilogy Metals(TMQ)$
-> Already incredibly scarce and getting scarcer.
-> Forecasted 10 million tonne gap by 2040.
-> US can build only 11 hyperscaler facilities on domestically refined copper.
Uranium | $Denison Mines(DNN)$, $Centrus(LEU)$
-> Uranium was flat for ~12 years and now it's suddenly at the front of the nuclear renaissance.
-> ~$50B from hyperscalers has been committed to nuclear power.
Scandium | $SRL.AX / $Sunrise Energy Metals Ltd.(SREMF)$
-> White House just invested $400M in $Sunrise Energy Metals Ltd.(SREMF)$
-> Just search through my page for "$SREMF" and you'll see my conviction on this one since $5.
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