To The Moon

Commodities outperformed other asset classes in 2021 and are widely expected to remain competitive in 2022.

You may be interested in:

7 of the Best Energy Stocks for 2022 to Buy Now

Bullish on Oil Markets in 2022? These ETFS Need To be Focused.

BlackRock Inc.'s Evy Hambro on Commodities

• Commodities prices may stay high for decades as mining companies struggle to keep up with demand from the energy transition.
• Raw materials, and shares of some companies that produce them, hit record highs last year as massive global stimulus measures underpinned consumption.
• At the same time, the switch toward a greener world is creating fresh demand for metals such as copper, lithium and nickel.

Goldman Sachs Group Inc.'s Jeff Currie on Commodities

• Goldman Sachs Group Inc. is “extremely bullish” on commodities, amid a supercycle that has the potential to last for a decade.
• Investment positions in commodities are low.
• The best place to be right now, particularly given the Fed pivot, are commodities.
• Goldman stated in October 2020 that commodities were beginning a supercycle that could last years and possibly a decade.

The Periodic Table of Commodity Returns

For investors, 2021 was a year in which nearly every asset class finished in the green, with commodities providing some of the best returns.This graphic fromU.S. Global Investorstracks individual commodity returns over the past decade, ranking them based on their individual performance each year.

Commodity Prices Surge in 2021

After a strong performance from commodities (metals especially) in the year prior, 2021 was all about energy commodities.

The top three performers for 2021 were energy fuels, with coal providing the single best annual return of any commodity over the past 10 years at 160.6%. According to U.S. Global Investors, coal was also the least volatile commodity of 2021, meaning investors had a smooth ride as the fossil fuel surged in price.

Strong performance stocks:

$Peabody Energy Corp(BTU)$ $American Resources Corporation(AREC)$ $Alliance Resource Partners LP(ARLP)$ $Natural Resources Partners LP(NRP)$ $CONSOL Energy Inc.(CEIX)$

$BP Prudhoe Bay Royalty(BPT)$ $Permian Basin Royalty(PBT)$ $Earthstone(ESTE)$ $Kosmos(KOS)$ $Ecoark Holdings, Inc.(ZEST)$

$Aluminum Corporation of China(ACH)$ $Constellium NV(CSTM)$ $Kaiser Aluminum(KALU)$ $Alcoa(AA)$ $Arconic Corporation(ARNC)$

$Southern(SCCO)$ $Freeport-McMoRan(FCX)$ $Taseko Mines(TGB)$ $Ero Copper Corp(ERO)$

$Teucrium Corn Fund(CORN)$

$Teucrium Wheat(WEAT)$

SHARE YOUR THOUGHTS

• Are you bullish on commodity stocks? Why?
• Please list other commodity related stocks.

You may be rewarded with Tiger Coins for posting a comment💸💸💸

Follow me! Don't forget I am the richest tiger in this community😎😎