War and AI unleashed a commodity supercycle. How to make money on it?

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The largest investment banks, including Goldman Sachs, Bank of America, JPMorgan, predicted the onset of a commodity supercycle back in 2020–2021. But first the pandemic confused the cards. And after that, price recovery was hampered by rising Fed rates and a slowing Chinese economy. It was only in the first half of 2026 that the commodity supercycle finally became a reality. We tell you what factors are currently behind the dynamics of commodities and how investors can make money on different producers of raw materials.

What you will learn about in this article:

• What factors will influence the price of oil in the second half of 2026 and which ETFs are suitable for different scenarios
• Why copper shortage has become a reality and what funds provide access to this market
• Why do tech giants need nuclear power plants and how does this affect the uranium market?
• Why is gold falling in price with rising inflation?