Supply/demand imbalances and geopolitical tensions have disrupted commodity markets. Copper producer Freeport-McMoRan (NYSE: FCX), oil and gas exploration and production (E&P) company ConocoPhillips (NYSE: COP), and industrial commodity producer and marketer Glencore (OTC: GLCNF) have all been heavily impacted by ebbs and flows in the commodity market. However, all three companies are also well positioned for a prolonged increase in commodity prices. 

A commodity supercycle could occur if buyers increasingly value factors like supplier security and reliability instead of just price alone. Emphasis on factors aside from price could shift the supply/demand balance and benefit trustworthy companies. In addition, increased demand for commodities could occur for a variety of reasons, such as rising copper demand in electric vehicles (EVs) or higher oil and gas prices as companies and countries gravitate toward energy security. Here's how all three companies are poised to benefit from a commodity supercycle, and why all three dividend stocks are worth considering now.

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Source Fool.com