Can we expect a new commodities supercycle and how to position for it?
Spreker: Michel Salden, Head of Commodities
Inflation seems to have “carte blanche” for the time being – at least according to Jay Powell who said the Fed would not adjust its monetary policy even as the economy gathers pace. Ultra-stimulative monetary policies are here to stay and combined with a strong global rebound could mean that commodities are likely to be in high demand as inflationary hedges. A decade of underinvestment and ESG leading to higher project costs mean that new production capacity cannot match the acceleration in commodity demand. A new commodity supercycle is looming.
Name: Henrik Rox Hansen
Function: Head of Sales Nordics and the Netherlands
Phone number: +352 263 474 3566