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Is a commodity super cycle possible in a greening economy?

Leading investment bank JP Morgan this month released an article titled “Are commodities still a good inflation hedge amid decarbonization?” The piece, penned by Kerry Craig, Ian Hui and Gareth Lam, offers a detailed analysis of what may be one of the most popular ‘reflation’ trades occurring at the present time. One would struggle to…

Drew Meredith | 1st Jul 2021 | More
Green energy revolution powering a new commodity super cycle

A new commodities super-cycle is underway, with price increases starting to resemble the resources boom that took place during the mid-2000s. During this time, the prices for commodities used for steel and energy production i.e. iron ore, coal and natural gas, skyrocketed. Global demand for these commodities rose sharply and so did prices. The increase…

Ishan Dan | 28th Jan 2021 | More