- 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.
For further details see:
Commodity Supercycle: Cause, Duration, And Why You Should Not Miss This Generational Investment Opportunity