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11:26
Jul 09
Jeff Currie CSO Energy Pathways, Carlyle Group Wealthion
Commodity supercycle is here, go long.
The world is in a commodity supercycle that started in October 2020. Supply-side underinvestment in old economy production capacity ('revenge of the old economy') constrains supply. Demand is driven by deglobalization (defense spending, reshoring, buildout of redundant supply chains), electrification (renewables, nuclear, data centers), and debasement (fiat currency debasement through debt and redistribution). Commodity indices have been trending higher and are set to continue as these forces intensify.
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About GSCI Analyst Coverage

Buzzberg tracks GSCI (S&P GSCI (Goldman Sachs Commodity Index)) across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade idea tracked. Latest voices: Jeff Currie.