All commodities will get a boost should the U.S. dollar sag, but it's those commodities with the tightest inventories that will rise the most.
Not everything is priced into these shares.
Natural gas related companies offer much better plays for alternatvie-fuel minded investors.
As the market plays wait and see, the Chinese infrastructure boost is kicking in, making copper a good bet.
Although this will be challenging in the short term, it may be an opportunity for large American companies to acquire assets.
Investors should focus on specific commodities, like Copper, where fundamentals are clear.
EOG ran hard on Tuesday -- and it is not done yet.
U.S. sanctions on Iran are set to bite into supply soon, while OPEC and Russia are in no hurry to boost production.
LNG is a big growth area for U.S. energy companies, and these tariffs bite into its competitive advantage.
Despite China tariffs, the LNG market is vast and increasingly more liquid.