Supercycle in commodities is coming to an end?

clock • 3 min read

The use of commodities correlates well to an S-curve which inflect rapidly at key milestones relative to GDP/Capita of around $3-5k. While China's urbanisation is a well-known story, there are burgeoning sources of demand in other emerging markets at these important inflection points. We also think there are important and overlooked demand sources in the developed world related to grid investment for stability and advances in mobility technology that are essential to modern lifestyles. In short, the digital era does not displace the need for copper but enables it.   On the supply side,...

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