Commodity Supercycle? How to Invest Without Speculating | Jonathan Wellum

Commodity markets have been volatile, leaving many investors questioning whether this move is speculation or the early stages of a much larger shift. In this conversation, Rocklinc’s Jonathan Wellum explains why volatility is normal in commodity investing, and why powerful structural forces are creating a supply-demand imbalance that is unlikely to resolve quickly. He discusses years of underinvestment in mining and energy, the impact of deglobalization, and how AI-driven data centers and electrification are dramatically increasing demand for metals, minerals, and power.

Jonathan also breaks down why commodities remain underpriced relative to equities, why higher prices are ultimately necessary to attract new supply, and how investors can think about exposure without relying on leverage or speculation. The discussion covers the risks of mining investments, the importance of diversification, and why discipline, valuation, and cash reserves matter more than short-term price moves.

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