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A commodities supercycle will lift the FTSE 100

The FTSE 100 has lagged the major indices in the US and we question the drivers behind this as Alan Green joins the UK Investor Magazine Podcast.

We pay particular attention to the weighting of natural resources of the FTSE 100 and AIM and how a supercycle in commodities could lift indices in the coming years.

We look specifically at EVs and how the increased demand for metals such as copper and lithium will benefit London markets.

We discuss Greatland Gold (LON:GGP), Power Metal Resources (LON:POW), Cadence Minerals (LON:KDNC), Logistics Development Group (LON:LDG) and Coinsilium (LON:COIN).

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