Simplify Asset Management has launched a new ETF aimed at giving U.S. investors access to Chinese commodity markets without the complexities of taxes typically associated with futures-based strategies. • Simplify Commodities Strategy No K-1 ETF stock is taking a breather. Where are HARD shares going?Access To China's Commodity Markets Without A K-1The Simplify Chinese Commodities Strategy No K-1 ETF (NYSE:CCOM) is designed to provide diversified long and short exposure to commodity futures traded on major C ...

Commodities have entered 2026 on firm ground, as asset manager Ninety One Plc (OTC:NINTF) highlights gold and copper as the most compelling opportunities within the sector.In the Natural Resources 2026 Outlook, the firm argues that structural demand drivers, constrained supply, and sharply improving mining margins present a constructive outlook. Still, they note volatility as a defining feature of the asset class.Leading OpportunitiesWith supportive macro conditions, gold remains in focus. A softer US dolla ...

Toronto, Ontario--(Newsfile Corp. - January 12, 2026) - Olive Resource Capital Inc. (TSXV: OC) ("Olive" or the "Company") is pleased to provide investors an update on its investments for the period ending December 31, 2025.Derek Macpherson, the Company's Executive Chairman stated: "Olive's investors are now reaping the rewards of the work completed in 2022 and 2023 to reposition the Company's portfolio. The Company's assets rose 151% in 2025, and the share price increased 240% in 2025. Strong performance a ...

Core Viewpoint - 180 Wealth Advisors LLC increased its stake in Blackrock Resources & Commodities Strategy Trust by 7.9% in Q3, indicating growing confidence in the investment management company [2] Group 1: Investment Activity - 180 Wealth Advisors LLC now owns 874,998 shares after acquiring an additional 64,332 shares, making it the 15th largest holding in their portfolio, valued at approximately $8,899,000 [2] - Other investors have also adjusted their stakes, with PNC Financial Services Group Inc. purchasing a new position valued at around $44,000 in Q2 [3] - Allworth Financial LP raised its holdings by 181.2% in Q2, now owning 5,623 shares worth $53,000 after buying an additional 3,623 shares [3] - CWM LLC increased its stake by 69.0% in Q3, owning 5,327 shares valued at $54,000 after purchasing 2,175 additional shares [3] - Geneos Wealth Management Inc. lifted its stake by 431.2% in Q1, now holding 7,442 shares valued at $69,000 after acquiring 6,041 shares [3] - Walleye Capital LLC also bought a new position valued at $96,000 in Q2 [3] Group 2: Price Performance - The stock opened at $11.06, with a 50-day simple moving average of $10.28 and a 200-day simple moving average of $9.96 [4] - The trust has a 1-year low of $7.84 and a 1-year high of $11.09 [4] Group 3: Dividend Information - A monthly dividend of $0.0697 per share will be paid on December 31st, with shareholders of record on December 22nd [5][6] - This dividend represents an annualized yield of 7.6% [5][6] Group 4: Company Profile - Blackrock Resources & Commodities Strategy Trust is a closed-end management investment company focused on total return through exposure to global commodities and natural resource sectors [7] - The trust provides diversified access to commodity markets, including energy, agriculture, metals, and minerals, aiming for returns uncorrelated with traditional equity and fixed-income benchmarks [7]

Gold (GC=F) and silver (SI=F) have been two of the biggest winners in financial markets this year as momentum in the precious metals trade pushed prices to all-time highs with just a handful of days left in 2025. Gold's year-to-date rally topped 70% on Monday, and on Tuesday the price of an ounce of gold briefly broke above $4,500. That set another record during a year that has seen the yellow metal hit 50 all-time highs. The price of silver has had an even stronger 2025, more than doubling since Januar ...

Summary of Key Points from the Conference Call Industry Overview - The report focuses on the commodities market, particularly the impact of the US-China AI and geopolitical power race on commodity prices and supply dynamics [2][3]. Core Insights and Arguments Geopolitical and Economic Factors - The US-China competition is a significant driver for commodity investments, particularly gold, as emerging market (EM) central banks diversify into gold to hedge against geopolitical risks [2][6]. - A long-term bullish outlook for gold is maintained, with expectations for the price to rise by 14% to $4,900 per ounce by December 2026 [2][13][82]. - Commodities are viewed as portfolio insurance due to increasing supply concentration and geopolitical tensions, which raise disruption risks [2][20]. Specific Commodity Insights - **Gold**: Central banks are expected to continue diversifying into gold, with a projected average purchase of 70 tonnes per month in 2026, significantly higher than pre-2022 levels [15]. - **Copper vs. Aluminum**: A long copper and short aluminum trade is recommended due to supply constraints in copper and increased aluminum production driven by China's security of supply initiatives [2][10][33]. - **Oil**: A surplus in the oil market is anticipated for 2026, with Brent and WTI prices expected to average $56 and $52 per barrel, respectively [60][61]. - **Natural Gas**: A global gas glut is expected, with European natural gas prices projected to decline by approximately 35% by mid-2027 due to the largest LNG supply wave ever [2][67][71]. Market Dynamics - The US power market is tightening due to a surge in data center demand, which is expected to lead to higher prices and potential outages [47][52]. - The report highlights the contrasting power market conditions between the US and China, with the US facing capacity constraints while China has ample spare capacity [53][56]. Additional Important Insights - The report emphasizes the importance of strategic commodity control cycles, particularly in the context of rare earths and critical minerals, as countries increasingly insulate their supply chains [21][26]. - The potential for significant LNG supply growth is noted, with expectations for a 50% increase in global LNG exports by 2030, which will reshape the natural gas market [67][70]. - The report also discusses the long-term outlook for various commodities, forecasting declines in aluminum, lithium, and iron ore prices due to increased supply from Chinese investments [42][41]. Conclusion - The commodities market is influenced by a complex interplay of geopolitical factors, supply dynamics, and technological advancements, with significant implications for investment strategies in the coming years [2][3][20].

Core Viewpoint - Global investors are entering the next year with historically low cash levels on the sidelines, indicating a strong commitment to equities and commodities, influenced by President Trump's economic strategy [1] Group 1 - Bank of America's survey of fund managers reveals that cash levels are at their lowest recorded point [1] - Investors are making significant bets on stocks and commodities, reflecting confidence in market performance [1] - The economic strategy of President Trump, described as "run it hot," is shaping investment decisions among global investors [1]

Ernest HoffmanErnest Hoffman is a Crypto and Market Reporter for Kitco News. He has over 15 years of experience as a writer, editor, broadcaster and producer for media, educational and cultural organizations. Ernest began working in market news in 2007, establishing the broadcast division of CEP News in Montreal, Canada, where he developed the fastest web-based audio news service in the world and produced economic news videos in partnership with MSN and the TMX. He has a Bachelor's degree Specialization in ...

Core Insights - The Hecht Commodity Report is recognized as one of the most comprehensive commodities reports available, covering market movements of over 29 different commodities and providing various trading recommendations [1][2]. Group 1: Report Overview - The report includes bullish, bearish, and neutral calls, along with directional trading recommendations and actionable ideas for traders and investors [1][2]. Group 2: Author Background - Andrew Hecht, a veteran with 35 years of experience on Wall Street, specializes in commodities and precious metals, and runs The Hecht Commodity Report [2].

Summary of McEwen Mining and McEwen Copper Conference Call Company Overview - **Company**: McEwen Mining (NYSE:MUX) and McEwen Copper - **Key Executives**: Rob McEwen (Executive Chairman) and Michael Meding (VP and GM of Los Azules) - **Market Focus**: Gold, copper, and silver mining with significant exploration and production potential Industry Insights - **Commodity Market Context**: Current commodity prices are at a cyclical low compared to the S&P 500, suggesting a favorable buying opportunity for commodities [2][3] - **Mining Ownership**: Only about 1% of global portfolios are invested in mining, indicating a potential for growth in this sector [2] - **Copper Demand**: Increasing demand for copper driven by electrification and data centers, with a projected shortage of 300,000 to 500,000 tons in 2023 [13] Financial Performance - **Trading Volume**: McEwen Mining trades approximately $1 million daily, with a three-month average of $28 million [3] - **Ownership Structure**: Rob McEwen owns 15% of McEwen Mining and 13% of McEwen Copper, with institutional investors holding significant stakes [4] - **Cash Position**: The company has $54 million in cash and has raised $450 million for its copper subsidiary [6][25] Project Highlights - **Los Azules Project**: - Located in Argentina, it is a world-class copper resource with significant upside potential [11][12] - Feasibility study indicates a production capacity of 3.3 million tons of copper with an after-tax NPV of $2.9 billion and an IRR of 19.8% [15][16] - Initial capital costs have increased from $2.5 billion to $3.2 billion due to cost escalations in Argentina [14][15] - The project aims for first copper production by 2030 [20] Environmental and Strategic Initiatives - **Sustainability Focus**: The project is designed with low carbon intensity and renewable energy agreements, aiming for carbon neutrality by 2038 [17][19] - **Government Support**: Received REGI approval from the Argentine government, which provides tax stability and incentives [20] Exploration and Growth Potential - **Resource Estimates**: McEwen Mining has 4.2 million ounces of gold, over 37 million ounces of silver, and more than 13 billion pounds of copper attributable to its interests [7] - **Production Growth**: Projected 73% increase in production by 2030, primarily through organic growth [8][32] - **Exploration Targets**: Identified seven targets on the Los Azules property, with plans for drilling [25][26] Market Outlook - **Gold and Silver Prices**: Anticipated increases in gold prices, with silver expected to follow suit, potentially reaching $300 to $500 [34] - **Investment Sentiment**: Growing interest in gold as a safe-haven asset, with expectations of increased investment in the mining sector as tech investments decline [39] Conclusion - McEwen Mining and McEwen Copper are positioned for significant growth in the mining sector, with strong project fundamentals, strategic partnerships, and a focus on sustainability. The current market conditions present a favorable environment for investment in commodities, particularly gold and copper.