The COVID Commodity Supercycle Part 3

Commodity markets are cyclical, with the seeds for each new cycle planted at the end of the previous one

But, what if demand is robust and due to businesses confidently investing in future production capacity? Is this enough for a new supercycle? Let us run through a thought experiment from another perspective – sources of demand growth. After all, high levels of demand are needed to drive a new supercycle.

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