Energy surges, precious metals tumble as 2026 rotation strengthens diversification case – Saxo Bank’s Hansen

Barchart · 3d ago
(Kitco News) – The surge in energy prices and the decline in precious metals in 2026 reinforces the case for diversification within the commodities sector rather than simply attempting to pick winners and losers, according to Ole Hansen, head of commodity strategy at Saxo Bank.In his latest commodities analysis, Hansen wrote that this month has seen seismic shifts in the space.