MacroVoices #493 Ole Hansen: Commodities Are Heating Up!
Macro Voices
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The Shifting Landscape of Commodity Markets
This chapter explores the cyclical nature of commodity markets, emphasizing their longer operational periods and current shifts driven by the green transition. It examines the implications of re-industrialization, the demand for critical resources like copper and rare earth elements, and the geopolitical risks associated with dependence on foreign supply chains.
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