Hard assets are entering the age of scarcity – Are you positioned？ [Video]
Across Metals, Energy and Agriculture, the resources the global economy cannot function without are becoming more expensive and harder to secure. The common denominator is scarcity. Commodity gains in 2026 suggest traders and investors are beginning to recognize what scarcity could be worth. The question is whether this is only the beginning. Measured from their 2026 lows, the scale of the move is striking. European Natural Gas has surged 204%. Heating Oil has climbed 149% and Diesel 136%. Gasoline has more than doubled, Jet Fuel has gained 98%, while WTI and Brent Crude Oil have advanced 85% and 82%. Agriculture is being repriced just as aggressively. Cocoa has roughly doubled from its 2026 low. Rice has gained 66%, Wheat 45%, Cotton 41%, Sugar 35% and Corn 32%. Soybeans are up more than 20%, while Arabica Coffee has surged 71% this year. Copper, Tin and Aluminium have also posted substantial gains. Moves of this magnitude signal tightening physical markets and show capital is already being rewarded for owning scarcity. “What makes 2026 so important is the breadth of the move,” says Lars Hansen, Head of Research at The Gold & Silver Club. “Scarcity premiums are appearing simultaneously across Energy, Agriculture, Metals and critical materials. That is the hallmark of
