The global commodity supercycle is giving way to a boom in electrification. Goldman Sachs: U.S. power demand is likely to experience growth not seen in a generation. Three years ago, leading Wall ...
Some analysts have started to speak of the possibility of a new commodity price ‘super-cycle’ after the downturn that started in 2010 (Holmes, 2021; Sullivan, 2020).There is an expectation ...
Simply sign up to the Chinese economy myFT Digest -- delivered directly to your inbox. Waking from a nap at his desk, Xiao, a steel trader from Wuhan in central China, reflects on how, at the end ...
This massive industrialisation and urbanisation, at a pace the world had never seen before, drove a huge commodities super-cycle. It sent prices of raw materials such as iron ore and steelmaking ...
Some strategists expect commodity prices to move higher in 2024. The "commodity super-cycle bull continues to march on," says John LaForge, head of real asset strategy at Wells Fargo Investment ...
In the interview, he delved into a range of topics, including the impending market correction, the dire state of the Japanese economy, the potential for a commodities supercycle, and the strategic ...
(MENAFN- Yolo Wire) A growing number of analysts are warning that a decades-long %Commodities supercycle might be coming to an end as economic growth in China stalls. China is also the world’s ...
China’s economic boom set off a “commodities supercycle.” The Morningstar Global Upstream Natural Resources Index wasn’t launched till 2011, but its before-inception returns were stellar.
The reason, he says, is that in a bullish super cycle, a rising tide tends to lift all boats — about 90% of commodities move in the same direction in a super cycle, whether bull or bear ...
In a note to clients, the analysts led by Scott Wren argued that a commodity bull "super-cycle" -- or sustained period of expansion -- which they estimate began in March 2020 is "intact", even as ...