The Next Opportunity | Are we in a commodity super cycle?In this episode, UBS's Paul Stefansson speaks to Adam Rozencwajg, Managing Partner at Goehring & Rozencwajg Associates, on whether we are in a commodity super-cycle. Together, they discuss the outlook of the commodity market, how the energy transition will impact commodity demand, as well as how far geopolitical tensions today may bifurcate the commodities supply chain.
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