---
title: "Commodity Supercycle"
url: https://independentstockanalysis.com/commodity-supercycle/
description: "One reason to think the commodity bull is actually still alive inside the secular stock market bear: Commodities trading thrives as equities dive at…"
published: 2012-06-27
updated: 2012-06-27
---

# Commodity Supercycle

Published 2012-06-27

Posted on

by

J.J. Butler

One reason to think the commodity bull is actually still alive inside the secular stock market bear: Commodities trading thrives as equities dive at [Marketwatch](http://www.marketwatch.com/story/commodities-trading-thrives-as-equities-dive-2012-06-25).

Fundamental to the commodity supercycle is the rise of China: witnessing the birth of a superpower at the [Guardian](http://www.guardian.co.uk/world/2012/jun/18/china-birth-of-superpower?CMP=twt_gu) as they suck down the metals per [Sprach Analyst](http://www.alsosprachanalyst.com/economy/the-china-driven-commodities-super-cycle-debate-nomura-edition.html). So is the continual currency debasement: [Frank Holmes](http://www.usfunds.com/investor-resources/frank-talk/an-ending-made-for-gold/).

Gas, Grains and Growth: Making sense of the fall in commodity prices at the [Economist](http://www.economist.com/node/21557328). This was written, however, prior to the price surge this week on the hot and dry weather. [Business Week](http://www.businessweek.com/news/2012-06-26/heat-wave-wilts-corn-as-supply-drops-most-since-96-commodities)

Oil being transported by rail has replaced coal by an undetermined degree: [Value Plays](http://www.valueplays.net/2012/06/21/rail-traffic-remains-elevated-2/). Coal fired generation facility’s worth less at [Bloomberg](http://www.bloomberg.com/news/2012-06-24/coal-plant-plunge-threatens-billions-in-pollution-spend.html). Coal Stands to Lose Even More Following Court Ruling at [24/7 Wall Street](http://247wallst.com/2012/06/27/coal-stands-to-lose-even-more-following-court-ruling-pcx-anr-aci-btu-jrcc-wlt-cnx-cld-kol/).

A Jim Chanos presentation suggesting US shale and iron ore assets are value traps. [Scribd](http://www.scribd.com/doc/98346628/98208144-VALUExVail-2012-James-Chanos)