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Revenge of the Old Economy & How to Invest in the Commodity Supercycle | Jeff Currie
Hidden Forces
The Third Super Cycle, Commodity Super Cycle Since the Seventies
i'm beginning to appreciate that the banking regulations ynow following basil three, are starting to have a significant impact on supplying capital to the sector. You know, going back about 15 years ago, the world rode off capital, heavy investment for debt. I wanted everything capital light. And you can't just completely go on, you know, forever without making investments in capital light. Ilove: Even if you wanted to grow oil shale supply, you're out of sand, you's out of pressure pumping capacity,. trucks, and i can keep on going down the list. We have not been in investingt so going to back the similarities to those other things, they all were preceded by these
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