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By the end of December, the appearance of “green shoots” in China and an apparent bottoming in most global long-term indicators helped to lift the natural resources market more broadly.
We see fundamental and company-specific reasons to remain optimistic about traditional oil and gas equities over the near term.
We believe that lower crop prices, shifting supply chains and reopened geographies present ample, albeit uneven, opportunity across the agriculture sector in 2020.
While the mining sector has emphasized capital discipline and shareholder returns in recent years, we are now seeing widespread adoption in the U.S. oil and gas industry, which we think is encouraging.
Here is a round-up of what we believe are the main takeaways from the fourth annual VanEck Natural Resources Conference.