Jakarta \u2013 Market observer Hans Kwee has advised investors to pay\nclose attention to commodity sector stocks amid rising global\ngeopolitical tensions and soaring demand for technology industry raw\nmaterials. These developments are expected to drive up prices for\nstrategic commodities such as gold, nickel, and coal.<\/p>\n
According to Kwee, Indonesia is in a favourable position owing to its\nsubstantial natural resource reserves that are essential to global\nindustries. This situation means several mining companies listed on the\ndomestic stock exchange have potential to benefit from shifts in global\neconomic trends.<\/p>\n
\u201cThere\u2019s a commodities boom right now \u2013 we have nickel here, tin\nhere, gold here, coal too. All these resources have potential to rise\nbecause of artificial intelligence developments,\u201d Kwee said during an\ninterview at the Indonesia Stock Exchange in Jakarta on Thursday, 12\nMarch 2026.<\/p>\n
He explained that global investment flows are now shifting from\ncountry-based approaches to sector-based approaches. Investors\nincreasingly seek sectors benefiting from changes in the global economic\nstructure.<\/p>\n
One major driver of this shift is the rapid advancement of artificial\nintelligence (AI) technology. Building data centres and digital\ninfrastructure requires substantial energy and various industrial raw\nmaterials.<\/p>\n
This demand has the potential to increase demand for various\ncommodities, particularly industrial metals and energy sources.\nCountries with large commodity reserves, such as Indonesia, are seen as\nhaving greater opportunities to attract global investor interest.<\/p>\n
Additionally, Kwee highlighted the trend of rising gold prices, which\nare expected to continue over the long term. According to him, global\neconomic uncertainty is prompting several countries to increase their\ngold reserves.<\/p>\n
\u201cLook at gold prices rising sharply, and they\u2019ll keep rising because\nthe world is losing faith in the US dollar, so countries are converting\ntheir foreign exchange reserves into gold,\u201d he said.<\/p>\n
Rising precious metal prices typically have a direct impact on gold\nmining company performance. When commodity prices increase, companies in\nthe sector have potential to record higher revenues and profit\nmargins.<\/p>\n
Beyond gold, nickel is also considered to have strong prospects given\nits critical role in global supply chains, including the technology and\nenergy sectors.<\/p>\n
\u201cAnd be careful \u2013 nickel is almost 99.9 per cent recyclable and can\nbecome nickel again. So we shouldn\u2019t deplete our nickel reserves too\nquickly; it\u2019s better to limit extraction so its value can increase,\u201d\nKwee said.<\/p>", "url": "https:\/\/jawawa.id\/newsitem\/global-commodities-boom-analysts-highlight-opportunities-in-indonesian-mining-stocks-1773352427", "image": "" }, "sponsor": "Okusi Associates", "sponsor_url": "https:\/\/okusiassociates.com" }