JJT - Commodity Supercycle: Cause Duration And Why You Should Not Miss This Generational Investment Opportunity

• The recent Eurasian energy crisis deserves an in-depth analysis. We need to understand its underlying driving forces and predict how much longer it may continue.
• This overview indicates we are experiencing a commodity supercycle, driven by new demand from the energy transition, supply chain rebuilding, and populist uprising.
• It is not one of those Covid-triggered transitory supply disruptions. All of the above societal changes predate the pandemic and will continue for years. Prior underinvestment takes years to rectify.
• The commodity supercycle may last a decade or longer, as the revenge of the old economy goes on. Intelligent investors surely do not want to miss this generational opportunity.

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