Quais commodities terão um bom desempenho em 2024?
Metais preciososprovavelmente subirão no próximo ano, e vemos o ouro sendo negociado para novos máximos recordes em 2024.
Uma pesquisa da GlobalData descobriu queouro, lítio e cobreestão entre as commodities que deverão sofrer os maiores aumentos de preços em 2024. O preço mais baixo do lítio foi atribuído à procura mais fraca do que o esperado por VEs.
Melhor para futuros de baixo custo
As mercadorias disponíveis incluemenergia (como carvão e petróleo bruto), agricultura (como milho e soja), metais preciosos (como ouro e prata) e moedas.
O espectro de previsões para este ano varia deum mínimo de US$ 20.944 para um máximo de US$ 29.500 por toneladaem 2024. O preço do estanho estava no meio dessa faixa, em US$ 25.700, no acordo da LME de quinta-feira.
Os preços do ouro poderão subir moderadamente em 2024, mas outros metais preciosos poderão ter um desempenho melhor. O início do próximo ano poderá continuar a ser um desafio para os metais preciosos, com base na nossa previsão central de que a Fed será mais agressiva do que o mercado espera, ajudando assim a manter o dólar forte.
O mercado altista de longo prazo em commodities pode ser retomado em 2024. O abastecimento continuará a ser um desafio à medida que o mundo transita da energia tradicional para fontes de energia mais renováveis. O conflito geopolítico global está a abrandar a transição e a aumentar os riscos para a segurança do abastecimento e dos recursos.
A respeitoÓleo cru? O petróleo bruto é de longe o maior mercado de commodities e os preços do petróleo foram o assunto da cidade durante grande parte de 2022.
Três das commodities mais comumente negociadas incluempetróleo, ouro e metais básicos.
Num relatório de dezembro, o Citibank previu que metas mais elevadas para as energias renováveis aumentarão a procura de cobre em 4,2 milhões de toneladas até 2030. O Citibank vê os preços do cobre emUS$ 15.000 por toneladaem 2025, o que seria 40% superior ao preço recorde de US$ 10.730 por tonelada alcançado em março de 2023.
No entanto, vários especialistas e análises ofereceram insights sobre possíveis tendências de alta para os preços do cobre nos próximos anos. A S&P Global prevê que o consumo de cobre poderá duplicar para 50 milhões de toneladas métricas até 2035, compreços em 2024 atingindo US$ 8.602 por toneladagraças à demanda do mercado asiático.
Os preços da sucata subirão em 2024 nos EUA?
De acordo com a maioria dos especialistas de mercado, os preços da sucata deverão aumentar em 2024. Uma pesquisa mostrou que 74% dos entrevistados acreditam que os preços serão mais elevados no segundo semestre do ano do que os níveis atuais.
A prata pode ser uma boa opção se você estiver pensando em investir uma pequena quantia de dinheiro, pois tem maior potencial de valorização devido aos seus usos industriais. Por outro lado, se planeia investir uma quantia maior, o ouro pode ser uma escolha melhor devido à sua escassez e potencial para ganhos mais elevados.
Então, o que os investidores em prata podem esperar em 2024? “O preço da prata passará para nossa primeira meta de alta em 2024, que é de US$ 34,70. Nós prevemosUS$ 48 serão atingidos em meados de 2024 ou meados de 2025.”
Forexlive afirma que o ouro vai pararacima de US$ 2.200 no primeiro semestre de 2024 e pode ultrapassar US$ 2.300 no segundo semestre. Finbold espera que o preço do ouro varie entre US$ 1.830 e US$ 2.300 por onça este ano. A Techopedia também prevê uma alta de US$ 2.300 por onça para os preços do ouro em 2024.
Wayfair Inc. (NYSE:W), Match Group, Inc. (NASDAQ: MTCH) e Palantir Technologies Inc. (NYSE:PLTR)são algumas das ações que vão dobrar em 2024, além da StoneCo Ltd.
Despesas de capital em infraestruturadeverá acelerar em 2024, apesar de um custo de capital mais elevado. Tendo resistido bem em 2022, as infraestruturas cotadas globais tiveram um desempenho inferior ao das ações globais durante 2023.
ComprarMetal preciosoInvestimentos.
Metais preciosos, como ouro ou prata, tendem a ter um bom desempenho durante desacelerações do mercado. Mas como a procura por estes tipos de produtos aumenta frequentemente durante as recessões, os seus preços normalmente também sobem. Você pode investir em metais preciosos de algumas maneiras diferentes.
Previsão do mercado de ações para 2024: metas de preços de Wall Street
Espera-se que o crescimento melhore em 2024. Os analistas preveem um crescimento anual dos lucros de 11,5%, diz Butters.
1.Petróleo Bruto Brent. O petróleo bruto Brent é a commodity global mais negociada.
A mercadoria mais negociada éóleo cru.
Quais são as 5 principais commodities?
As 10 maiores fontes de receitas de caixa provenientes da venda de commodities agrícolas produzidas nos EUA no ano civil de 2022 são (em ordem decrescente):milho, gado/bezerros, soja, laticínios/leite, frangos de corte, suínos, culturas diversas, ovos de galinha, trigo e feno.
Uma pesquisa da GlobalData descobriu queouro, lítio e cobreestão entre as commodities que deverão sofrer os maiores aumentos de preços em 2024. Os preços do lítio caíram em 2023, mas deverão subir este ano.
Aqueles que procuram retornos adicionais e volatilidade mínima devem optar por Títulos de Ouro Soberanos", aconselhou ele aos investidores. Recentemente, os preços do ouro têm estado sob pressão devido à flexibilização da guerra Israel-Hamas. O preço do ouro na Multi Commodity Exchange (MCX) abriu em $$ 60.400 por níveis de 10 g.
O resultado final é que as commodities também têm ciclos de alta e baixa bastante longos e, portanto,é possível ter uma visão de longo prazo sobre commodities.
Lítio, cobalto, grafite – a procura por estes componentes essenciais em carros e baterias EV já está a começar a aumentar. E não esqueçamos o crescimento da demanda que agora está sendo previsto para cobre e níquel de alta qualidade.
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