MI253: The Bull Case For Commodities w/ Lucas White
The Intrinsic Value Podcast - The Investor’s Podcast Network
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The Third Driver of Commodity Demand
The UN projects us to get to about 9.7 billion by 2050, which has huge implications for commodity demand. Countries like China and India are going through the stage of economic development that is incredibly commodity intensive. That's the second relentless driver of commodity demand. And then third one is clean energy: Everybody loves it but you're just using a different set of resources.
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