Now, with some experience and established and purposeful pfs under my sway (income ISAs, SIPPs in growth phase, and now building high growth
![Laughing :lol:](./images/smilies/icon_lol.gif)
This thinking is driven more particularly by the long-term decarbonising of global economies, something that wasn't a factor in my earlier foray. The drive toward battery metals, non-fossil energy, semiconductor elements, the massive growth of computing power, rebuilding of the grid makes me think the this time around, cyclicality is not just what it is about. I would also gain some exposure to gold and yield is always welcome.
Yes, performance may be lumpy with long lead times to explore, mine, extract and refine. But the long-term driver to undertake such risks is clear and the appetite for appropriate commodities will only grow. Whilst the early days may be gone, there are decades further to come and some participation makes sense to me.
I am looking for a commodity IT focussed on current markets but with a strong eye to future demand, and where it will come from. Geiger Counter is a current top performer but largely in Uranium. Other positive growth candidates (albeit from a limited field), include BlackRock Energy and Resources, BlackRock World Mining (which seems in the right ballpark). CQS Natural Resources looks interesting with a lot of unlisted alongside corporate agility, but less impressive 5yr growth.
I would welcome comment from Fools, please.
Peter1B1