The actions of basic product producers are actions of publicly contributed companies that produce, explore or distribute basic products. These companies are frequently interested in metals, mining, agriculture and energy. The actions of basic product producers are chosen by investors to get exposure to both capital markets and basic products, which can be used for intense interest.
The goods market is booming. According to a research report, the size of the Global Freight Services Market was screened to $ 3.56 billion by 2024, and it is expected to grow on an annual compound growth rate (CAGR) from 8.65% from 2025 to 2034, from $ 3.87 billion to approximately $ 2025 to $ 2034. Rhythm.
However, the projects of the perspective of the merchandise goods of the World Bank of April 2025 that the prices of the world goods will occur, falling by 12% by 2025 and 5% more by 2026 to their lowest level from 2020. The planned fall is promoting global economic growth and the supply of persistently high oil. This decline carries risks to the economic growth of developing countries, with two thirds that can see setbacks, although it can reduce short -term prices associated with increasing commercial barriers. Despite the fall, nominal prices will be even higher than before pandemic.
Ayhan Kose, the World Bank’s Deputy Director and Director of the Prospects Group, stated:
“The prices for the raw materials have been indicated in the 2020s: through the arrival of the Covid-19 Pandemic, and then it came to record the highs after the invasion of Russia in Ukraine, and then it sank,” said Ayhan Kose, the World Bank’s group’s Deputy Director and Director of the Perspective Group. “ In an age of geopolitical tensions, the increasing demand of critical minerals and the most common natural disasters, which could become the new normality. Successfully browsing repeated merchandise prices will require changes in development economies to build a fiscal space, strengthen their institutions and improve investment climates to facilitate job creation. ”
On the other hand, Morgan Stanley, on February 21, emphasized that in 2025 it will be a crucial year for the markets of basic products, influenced by the foundations of the offer, the patterns of inflation and the fluctuations of the dollar. Inflation in the United States is still high, which is not the goal of 2% of the Federal Reserve in December, with CPI readings holders of 2.9% and basic IPC readings of 3.2%. After the United States presidential election, politics changes, especially immigration, deficits and rates, have increased expectations of inflation. According to Michigan University data, they went from 2.8% to 3.3% in just one month. The prices of the goods have generally been supported by these conditions.
Since the end of September, the North -American Dollar has increased almost 8%, in part due to increasing interest rates and political expectations. Global demand for goods is usually pressed by a strong dollar, but if the currency stabilizes or depreciates, it can eliminate a significant obstacle. Although the recent contango suggests a sufficient short -term supply, a performance -adjusted perspective reveals markets in delay around 4%, showing a narrow continuous physical. This suggests that inventories for essential basic products are kept low, which makes the market more likely to ask for shocks. The performance of the goods by 2025 is based on a tight supply, a high inflation, as well as a potential weakness of the dollar.
The 15 main goods producers with the most potential on the reverse
Massive storage tanks filled with crude and diesel fuels in an oil refinery.
To collect data from this article, companies operating in the goods sector were examined and then collected a list of more potential stocks in reverse according to Wall Street analysts, from May 1, 2025. To maintain our relevant list, we have only included companies with a market cover of $ 10 billion. The following are the most potential goods producers on the reverse.
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The potential in reverse of analysts from May 01: 30.37%
Valero Energy Corporation (NYSE: VLO) is among the largest independent refining in the United States. He directs 15 refineries in the United States, Canada and the United Kingdom with a combined daily profitability of 3.2 million barrels.
The firm remains well positioned for almost any market condition due to its high quality assets and location, which allows greater feed flexibility. Valero Energy Corporation (NYSE: VLO) has always had an advantage due to its more efficient system of 15 refineries, which allows it to turn low quality food into high value production. The business moved to process larger amounts of high quality discount domestic discount by replacing the creation of more raw processing capacity and investing in transport infrastructure as raw domestic light discounts appeared.
In the first quarter of 2025, Valero Energy Corporation (NYSE: VLO) announced a 6% rise in its quarterly cash dividend, and maintained a 73% percentage of payments, both contributed to prominent shareholders. The company’s $ 230 million unit optimization project at St. Charles, which is expected to begin by 2026, aims to increase the production of high value products. Ethanol field exploitation revenue doubled from $ 10 million in the first quarter from $ 2024 to $ 20 million. Refining margins increased during the quarter, driven by the decrease in product inventories and the highest demand for lightweight products in the United States compared to the same time last year.
Valero Energy Corporation (NYSE: VLO) also reopened his operations in Mexico, as his import authorization was reset after he had stopped. The business produced $ 952 million in net cash from operations, including a favorable change in the capital capital of $ 157 million, showing strong cash management management, making it one of the Best actions of goods.
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