Mining Stock Education · Tuesday, July 28, 2026
Fund manager Samuel Pelaez believes the long-term drivers for the commodity cycle are intact, with the current rally being a mere 'teaser' of what's to come. He anticipates trillions of dollars flowing into the mining and metals sector as global markets increase their exposure, potentially reaching all-time average levels.
“The long-term drivers for the commodity cycle are intact.”
“The rally that we've seen over the last 24 months, it's just like a teaser of what's coming.”
“If that only gets back to all-term averages of 5 to 10%. We're looking at trillions of dollars that are going to roll into our space.”