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Commodities & Energy Sector

In this Strategy Outlook, we present the major investment themes and views we see playing out for the rest of 2023 and beyond.

According to BCA Research’s Commodity & Energy Strategy service, investors should remain exposed to the equity of oil and gas producers via the XOP ETF, and mining and metals producers via the XME ETF. This strategy is preferable to…

CCP officials are discussing policy options for breaking out of a deepening liquidity trap. Anything policymakers come up with will be additive to existing spending and to the multi-trillion-dollar fiscal-stimulus packages being rolled out by the EU and US. Inflationary pressures in the real economy will become embedded as increasing demand for industrial commodities meets constrained supply. Stagflation likely follows.

The latest US and European banking crises notwithstanding, the persistence of inflationary pressures at the headline level and, importantly, the role of tight commodity markets in keeping overall inflation elevated, are not being addressed by central bank…

Systematically important central banks continue to compound policy errors, which will feed higher headline inflation. Hiking interest rates to induce labor-market slack – i.e., higher unemployment – to bring down core inflation will reduce demand for scarce commodities as incomes fall. It also will increase the cost of conventional and renewable capex and slow the final-investment-decision (FID) process. Net, supply will tighten as demand is squeezed. This will resolve itself in higher volatility and prices. Separately, we were stopped out of our XOP and XME ETFs spanning energy and mining equities, respectively, with a loss of 11.9% and a gain of 4.4%. We will be re-establishing these exposures at tonight’s close.

The CRB Raw Industrials Price Index’s late-2022 rally proved to be short-lived. The index has lost 5.7% since January 26th and appears to be on the cusp of breaking below its October 2022 trough. Our China Investment strategists have highlighted that to the…
BCA Research’s China Investment Strategy service expects both iron ore and steel prices to drop by 15%-20% from their current levels and they recommend that investors short stocks for global steelmakers and global mining companies. Iron ore and steel…

Both iron ore and steel will have oversupplied markets in 2023. The path of least resistance for iron ore and steel prices will be down in the coming months. We expect both iron ore and steel prices to drop by 15%-20% from their current levels. We recommend that investors short stocks for global steelmakers and global mining companies.

Oil has been among the key victims of the banking tumult. The price of Brent has fallen by more than $10/bbl from its peak earlier this month. Similarly, energy is the second worst performing equity sector since the bank fallout. The negative implications of…

China’s victory in getting KSA and Iran to restore diplomatic relations is of far greater consequence to commodity markets than the past weeks’ bank failures in the US. For China, further success in sorting long-standing security issues in the Middle East could incentivize oil and gas capex and affect oil flows. With short- to medium-term fundamentals largely unchanged, we are keeping our 2023 and 2024 Brent forecasts similar to last month, at $95/bbl and $110/bbl, respectively.