PGIM Jennison Natural Resources Fund Q3 2025 Commentary [Seeking Alpha]
Expand Energy Corporation (EXE)
Company Research
Source: Seeking Alpha
Israel's mid-June strike on Iranian nuclear sites followed by an Iranian non-response whiplashed us into third quarter 2025. In absolute terms, the Fund's performance was driven by strong performance in the materials sector led by metals & mining. Galeanu Mihai/iStock via Getty Images Market Review Israel's mid-June strike on Iranian nuclear sites followed by an Iranian non-response whiplashed us into third quarter 2025. Trump's copper-tariff pullback a month later continued the theme and teed up early and deep This article was written by Quick Insights The Fund expresses a positive electrification view via copper, uranium, rare earths, and E&C providers, capitalizing on AI-accelerated demand and commodity supply constraints. Oil holdings are low due to consensus negativity, but any positive supply-demand shifts could drive outsized gains; natural gas faces volatility from weather and LNG export dynamics. AEM, HBM, and EGO drove outperformance through cost control a
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