A new Commodity Supercycle Has Begun. Here's Why.

In this episode of InvestmentMatters, Darren speaks with Justin Lin, Investment Strategist at Global X, who makes a compelling case for why commodities are entering a new supercycle. Justin highlights the unprecedented structural forces driving demand including AI's enormous energy, copper and rare earth needs as well as supply constraints and how geopolitical fragmentation and trade controls are tightening availability of these critical materials just as demand is skyrocketing. Justin is Analyst of the Year at Money Management Australia’s 2026 Fund Manager of the Year Awards. Want to learn more: https://www.investmentmarkets.com.au/ 00:00 Introduction and commodities overview 01:06 Three ways to access commodities 04:28 Is a commodity supercycle beginning? 07:12 Geopolitics and supply chain disruption 08:55 AI as a commodity megatrend 10:16 Clean energy, EVs and the force multiplier effect 13:42 Middle East conflict and commodity ripple effects 16:24 How Global X constructs its ETFs 19:23 How to position commodities in a portfolio 21:33 Copper and the AI data centre demand story 24:30 Rare earth elements and China's dominance 31:47 ETFs vs individual miners 34:42 Key trends to watch: lithium and EVs 37:27 Closing remarks Disclaimer These podcasts are for informational and promotional purposes only. Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice. No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity. All securities and financial products involve risks. Past performance of any product is not a reliable indication of future performance. Read carefully the governing documents of a product’s offering such as its PDS, TMD or information memorandum. InvestmentMarkets does not vet, endorse or recommend any product that is the subject of these podcasts and is only facilitating the exposure of the product. These podcasts were made at a particular date in time and therefore relevant facts, the economic environment, governing documentation and the law upon which they were based may change after that date such that the accuracy and reliability of their content may be affected.