Mining Stock Education · Tuesday, July 28, 2026
Samuel Pelaez expresses bullish sentiment across most commodities, highlighting copper due to strong demand from EVs and constrained supply. He also favors uranium, citing the nascent nuclear energy story and supply discipline, and oil, driven by geopolitics and supply discipline. Platinum and palladium are also expected to perform well due to automotive catalyst demand and tight supply.
“I am bullish on pretty much all commodities.”
“Uh, copper, I think copper is going to do very well.”
“Uh, also, uh, uranium, I think uranium is going to continue to do well.”
“So, I do think oil is going to be a very strong performer as well.”
“So, I do think platinum and palladium are going to be strong performers.”