Miners in the spotlight - Are we at the start of a multi-year upcycle for commodities? (EN)

This episode explores the renewed focus on mining companies as
global commodity markets show signs of entering a potential
multi‑year upcycle. The discussion highlights the structural
forces driving this momentum: rising demand for metals, supply
bottlenecks, geopolitical pressures and the accelerating need for
resources linked to electrification and energy transition.


Cosmo Sturge provides insights into market positioning, sector
fundamentals and the role miners may play in diversified
portfolios. The episode examines how investors can assess
opportunities and risks in a sector shaped by cyclical dynamics,
capital discipline and long‑term strategic trends.


More podcast episodes and information:
www.finanz-ch.ch


Further information on participating companies:


Baker Steel, https://www.bakersteel.com



 


Disclaimer


DE: Der Inhalt dieser Folge dient der allgemeinen Information und
ist keine Empfehlung zum Kauf oder zur Veräusserung bestimmter
Finanzinstrumente. Alle Angaben sind ohne Gewähr und es handelt
sich nicht um Anlageberatung.


 


EN: The content of this episode is for general information
purposes only and does not constitute a recommendation to buy or
sell specific financial instruments. All information is provided
without guarantee and does not constitute investment advice.