Commodities & Power
Delayed prices (Stooq) for the fundamentals under the materials & fuel theses. Direct futures where free; tradeable ETF proxies (URA/URNM, REMX, SLX, LIT, COPX) where spot isn't. The 'bears on' column maps each to the theses it drives.
| Commodity / proxy | Price & day | 30d | Bears on |
|---|---|---|---|
| Copper (COMEX front) | — | FCX, SCCO | |
| Natural Gas (Henry Hub) | — | VST, CEG, GEV | |
| Crude Oil (WTI) | — | macro / Strait of Hormuz | |
| Gold | — | macro / risk-off | |
| Uranium (URA ETF) | — | LEU, CEG, VST, TLN | |
| Uranium Miners (URNM ETF) | — | LEU | |
| Rare Earth (REMX ETF) | — | MP | |
| Copper Miners (COPX ETF) | — | FCX, SCCO | |
| Lithium (LIT ETF) | — | materials / EVs | |
| Steel (SLX ETF) | — | CLF | |
| Metals & Mining (XME ETF) | — | CLF, FCX, materials |