At the Zuri-Invest Night at the AURA in Zurich, host Jochen Staiger shares his view on the commodity markets: “We are in a real commodity cycle. The train has just left the station.”
He covers:
- Why silver is at an inflection point: India plans to import 6,500 tonnes, about 25% of annual production, in just six months.
- Why mining stocks are trading at bargain valuations despite record margins.
- Copper and uranium in structural deficits, with a copper target of $13/lb.
- Record short positions, using UEC as an example.
- Tokenized access to physical uranium.
Using his point-and-figure charts, Staiger lays out his targets: gold at $6,200 in 2027 and $10,100 over the next four to five years; silver at $118 in 2027 and $303 adjusted for inflation. He closes by comparing the size of the metals market with the value of the big tech companies.
#Gold #Silver #Copper #Uranium #Mining #ZuriInvestNight #Commodities
Disclaimer: The views expressed are those of the speaker and do not constitute investment advice.
Commodity-TV
