2024 could be a crucial year for commodities. So thinks Fat Tail's resident commodities guru James Cooper. And he outlined several reasons why. US election. China stimulus. Rate cuts. Falling US dollar. Rising India. Any of these events can ignite commodities in 2024.
James joined Kiryll Prakapenka on this week’s episode of What’s Not Priced In to talk why he’s upbeat about commodities this year. And, yes, we didn’t waste the opportunity to ask James about uranium’s rally. And lithium’s collapse. And iron ore’s dip. Suffice to say, we covered a lot of ground. But the big topics were:
Why James thinks 2024 could be a crucial year for commodities
James’s prescient call about lithium in November 2022 – lithium is a ‘one-hit wonder’
Have lithium stocks bottomed or more pain to come?
Green energy transition stocks – not just lithium – are struggling … but for how long?
Does the uranium rally have legs?
Commodities to watch with true scarcity factors

00:00 Introducing James Cooper
02:24 Key driver of commodity prices in 2023
05:08 Why 2024 could be a crucial year for commodities
08:01 Outlook for iron ore and iron ore stocks
09:57 Lithium price collapse, lithium stocks, and the lithium cost curve
19:04 Why green energy transition stocks are struggling
23:31 Role of interest rates in commodity markets
24:54 Can uranium hit all-time highs in 2024
27:00 Is the uranium rally sustainable?
32:17 Uranium parallels with lithium boom-bust cycle?
35:34 Investing in the scarcest commodities

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