The HC Commodities Podcast cover image

The Super Charged Capex Cycle with Jeff Currie

The HC Commodities Podcast

CHAPTER

Intro

This chapter explores the dynamics of the commodity supercycle, emphasizing supply challenges and rising demand due to technological advancements and decarbonization. It argues for the viability of the supercycle amidst inadequate investment and highlights increases in capital expenditures as a key driver.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner