As mentioned, the commodity supercycle is being led by gold, which continues its inevitable march toward $3000 per ounce. Goldman Sachs recently released a price forecast of $3100 per ounce. They think it could go even higher than that if tariff concerns continue to persist. Now is the time to buy into gold before the rush truly begins. Click here to see what company you should be buying.
Dominion Energy, the biggest utility company in Virginia, recently revealed that it saw demand from data centers in development almost double in the second half of 2024. That number was 40.2 gigawatts in December versus 21.4 in July. Both growing AI demand and the electrification of everything is driving this, and it’s not likely to recede anytime soon. It’s becoming clear that the only way to meet this growing demand is through nuclear power, and that means a rise in the price of uranium. Here is one uranium miner you can invest in before the market heats up.
It will still take some time to see what effect policy disruptions have on the market. That will be the story to watch.