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

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6 July 2026

Summary:

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.

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Meet the speakers

Darren Connolly - CEO
Darren Connolly
CEO, InvestmentMarkets

Darren has 25 years experience executing commercial, customer-focused growth strategies across a wide variety of Financial Services markets (Wealth, Investments, Funds, Banking, Broking, Payments). He has a deep knowledge of the institutional, intermediated, and retail investor landscape having built and led product, marketing and sales teams across UK, Europe, US and Asia-Pacific regions. 25+ Years Financial Services UK, Europe, US, Asia-Pacific.

Justin Lin, Global X
Justin Lin
Investment Strategist, Global X

Justin joined Global X in 2022 as part of the Product and Investment Strategy team. While he covers several assets classes, his primary focus is on digital assets, precious metals and commodities. As a subject matter expert, Justin frequently provides insights and commentary on market trends within the precious metals and commodities space. He holds a Bachelor of Liberal Arts & Science (Psychology) from the University of Sydney and is currently pursuing a Master of Applied Finance at the University of New South Wales.

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