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13 Sep 2021

The commodity supercycle – fact or fiction?


Since the start of 2021, the financial press and certain corners of the trade press have been speculating about whether we are at the beginning of a new commodities supercycle. Opinions from those in the industry that experience market fluctuations first-hand have, however, been in relatively short supply. We spoke to a trader of soft commodities and to Steven Spencer ("SS"), a trader of metals and other commodities with 50 years' experience, to ask if there was any substance to the hype.

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