Skip to main content

10902 members
21 questions
69 posts

This is where we discuss commodities. Feel free to submit new topics to be featured if there's a specific commodity besides the ones we have pre-populated.



This week's commodities video of the week was an easy choice as it was the only coverage we had that wasn't precious metals. It was my interview with Shawn Hackett of Hackett Advisors. I brought him on after posting a poll in this channel which received an overwhelming response to YES bring Shawn back. Shawn is focussed on helping farmers, end users, and speculators make smart decisions around timing of sales and planting. He has great coverage of the broad ag space but this video was focussed on how he thinks about weather and climate in the long term affecting the space. His methods are unorthodox but he has many happy clients which at the end of the day is enough for me to entertain an idea. Although the interview focusses on longer term trends he also gives some shorter term outlooks and different views on how regional farmland prices could change if his predictions come to fruition. As well as this video he provided a report that outlines his views. 

You can find the video here: 


RE as a theme should do very well in the next decade.  I've learned that typically the bigger players get the money first, then money starts to move down the food chain.  The big players are easy to invest in using REMX.  However, given the US/China trade backdrop, it is likely that whoever takes the reins next in the U.S. will not be able to go back to business as usual.  There are bills and orders that have been recently passed forcing the US government to procure REs from domestic sources.  There is really only one domestic source of REs and that is in California with a company called Mountain Pass.  FVAC is the special acquisition headed up by Fortress if you want to take advantage pre-ticker change.  It will start trading as MP soon.

Potash Fertilizers Market Rising Trend, Demand and Business Outlook 2020 | Eurochem Group AG, The Mosaic Company, JSC Belaruskali

’This Market study with 100+ market data Tables, Pie Chart, Graphs & Figures is now released by Data Bridge Market Research. The report presents a complete assessment of the Market covering future trend, current growth factors, attentive opinions, facts, and industry validated market data forecast till 2027.’


Read more:


Zinc is emerging as a key challenger to lithium-ion-based batteries for utility-scale energy storage. How to invest.

"Grid-scale mass deployment of zinc batteries will be a game-changer for solar and wind energy, supercharging widespread adoption."


Read more: