Tavi Costa

Tavi Costa

Commodities: Here We Go Again

Tavi Costa's avatar
Tavi Costa
Aug 18, 2026
∙ Paid

Commodities are making another move.

If you’re wondering why they keep coming back:

You can’t undo decades of chronic underinvestment and neglect in just two years of solid performance.

This still feels like the opening act of a major commodities supercycle.

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In this report, I’ll walk you through the most important signals unfolding across the commodity complex — and where I believe capital should be positioned before the next major move.

Hope you enjoy it.

The image displays a downward trend in the MSCI World Commodity Producers Net Total Return USD Index, indicating a decline in commodity producers' performance over various years.

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