Jeff Currie, Goldman Sachs - Why ESG May Make This Commodity Supercycle Different From Past Cycles | #445
The Meb Faber Show - Better Investing
The Carbon Cycle
The alumenium story, i doubtfutly like the grains, particularly corn. What makes it really interesting is what we call the climate paradox. You need it to solve climate change, but it creates more missions than any of the other commodities. As a result, we get a lot of demand in ale driven not only by the de carbonization stary, but more recently due to industry uses as well as in the construction.
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