Is the commodity supercycle, long heralded, a mirage? Or, supercharged by a capex cycle, are we just at the start? What is the state of the commodity investment cycle? Why and how has geopolitics and dollar weaponisation changed the landscape? If there is a global run up in prices will energy keep pace with metals? What does all this mean for the trading sector and investors?
Returning to the HC Commodities Podcast to give his analysis of the commodities markets over the last year, and what the outlook is, Paul Chapman's guest is Jeff Currie, the Chief Strategy Officer of Energy Pathways at The Carlyle Group. He was formerly Global Head of Commodities Research in the Global Investment Research Division at Goldman Sachs.