Commodities are expected to rise after a four-year drop

The four-year bear market that pushed commodities to its lowest level in a quarter century is coming to an end as supply constraints have occurred. Recovery began in everything from soybeans to zinc.

The Bloomberg Commodity Index, which tracks 22 commodities, is up more than 20 percent from its January 20 low. At the same time, the index came close to the bear market crack that began in late 2011 and has never been so protracted before.

Zinc rose above $ 2,000 /t for the first time since July last year after mines cut production, especially Glencore Plc and others. Zinc was the best industrial metal this year, backed by fundamentals.

Gold and silver are also among the strongest performers this year after concerns over the health of the global economy have receded, which has strengthened the demand for precious metals as a store of wealth.

The recovery has boosted the value of the shares of miners, drillers and farmers supplying the world with raw materials. BHP Billiton Ltd., the world's largest mining company, rose 7.6 percent, Exxon Mobil Corp. advanced by about 13 percent.

“Commodities have overtaken this reality, they have to bottom out during the summer,” experts say.