Fidelity Answers: Is there a new investment case for commodities and industrials?

From Fidelity Answers: The Investment Podcast by Fidelity International

February 26, 2026 · 36 min

About this episode

The episode discusses the rising prices of commodities and industrials and the companies benefiting from this trend.

After a decade in the doldrums, a perfect storm has driven prices of raw materials higher. In the race to mine, refine, and use them for everything from the energy transition to AI infrastructure, the commodities and industrials companies essential to the process are finally enjoying a moment in the sun. In the latest episode of Fidelity Answers we talk to portfolio managers Oliver Hextall and Ashish Bhardwaj , and analyst Laura Stafford, about how the trend is likely to develop and who is benefitting. See omnystudio.com/listener for privacy information.

People in this episode

Guests: Oliver Hextall, Ashish Bhardwaj, Laura Stafford

Topics covered

commodities
industrials
investment trends
energy transition
AI infrastructure

Keywords

commodities
industrials
investment
energy transition
AI infrastructure
portfolio management

Mentioned in this episode

Organizations: Fidelity International