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Commodities Outperform Tech Yet Remain Undervalued by Investors

Despite outperforming technology stocks significantly since 2020, commodities are the least owned asset class, creating a 'physical capital paradox'. This trend is particularly notable given the massive raw material demands of the artificial intelligence boom.

  • Commodity indices have surged 200% since October 2020, outperforming crypto, Nasdaq, and S&P 500.
  • Energy and basic materials represent less than 6% of the S&P 500, a third of their long-term average.
  • The AI buildout by 'Magnificent Seven' tech firms is driving unprecedented demand for raw materials and energy.
  • Major Western energy companies offer significantly higher free cash flow yields compared to tech giants.
  • Investor reluctance stems from past capital destruction in the 2010s and passive investment strategies.

The divergence between commodities and technology stocks has reached a critical juncture, with broad commodity indices posting staggering returns of 200 per cent since October 2020 – significantly outpacing major tech benchmarks. Notably, gold has surged by an impressive 140 per cent over the same period, while petroleum prices have skyrocketed by 81 per cent this year alone.

Despite these exceptional gains, commodities remain woefully underowned by investors, with energy and basic materials sectors accounting for less than six per cent of the S&P 500 – well below their historical average weighting. This disconnect is further exacerbated by the substantial capital inflows into the artificial intelligence (AI) sector, where leading technology companies are projected to spend nearly £630 billion this year, largely on raw materials and energy.

The paradox deepens when considering the enormous demand for resources driven by AI development. The five largest AI compute buyers alone have an estimated energy footprint of nearly four million barrels of oil equivalent per day – a figure that surpasses the consumption levels of many industrialised nations. In effect, investors are funding a massive resource demand shock while simultaneously neglecting direct investment in those very assets.

Adding to the conundrum, Western energy companies are offering highly attractive returns, with firms like ExxonMobil and Shell returning 14-15 pence of free cash flow for every pound of market value. These companies are trading at valuations lower than before the US-Iran conflict, suggesting a market that undervalues present profitability and future demand.

The reluctance to reallocate capital towards commodities is partly attributed to painful memories of the 2010s, when significant capital destruction occurred in energy and metals projects. Furthermore, passive investment vehicles have become increasingly prevalent, allocating capital based on market capitalisation rather than price signals – effectively suppressing value-seeking activity in underpriced assets.

Why this matters: The underinvestment in commodities could lead to future supply shortages, impacting prices of everyday goods and the cost of technological advancements, including AI development.

What this means for you: What this means for you: This trend could affect the cost of energy and raw materials, potentially influencing inflation and the prices of goods you buy. If you have pension investments, your portfolio might be heavily weighted towards technology, potentially missing out on higher returns from physical assets.

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