A Strategic Resource for Commodity Investors

Strategies

Research Factsheet • December 2025

CASE FOR COMMODITIES – 2025

ETF-Commodity - Model Allocation

ETF Implimentation

Oil & Gas

XES: State Street Oil & Gas Equipment & Service
ET: Energy Transfer LP (MLP)
UNG: USCF Investments – Spot Gas
USO: USCF Investments – Spot Oil

Precious Metals

GLD: SPDR Gold Shares
SLV: iShares Silver Trust

Industrial Metals

REMX: VanEck Rare Earth & Strategic Metals
PPLT: Abrdn Physical Platinum
PALL: Abrdn Physical Palldium
LIT: Global-X Lithium & Battery Tech.
CPER: U.S. Copper Index

Metal Miners

PICK: iShares Global Metals & Mining Producers
COPX: Global-X
SETM: Sprott Critical Materials

Agriculture

DBA: Invesco DB Agriuculture
MOO: VanEck Agribusiness

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