Are we in a super-cycle or is it a chimera generated by the short-term impacts of COVID and trade wars? What’s the role of energy transition and redistributive policies around the world? How long will it last and how high will prices go? This episode is a recording of a panel discussion which host Paul Chapman moderated at the Reuters Events Commodity Trading 2021. The panelists represent the leading economists in the commodities world: Jeff Currie, Global Head of Commodities Research at Goldman Sachs; Saad Rahim, Chief Ecnomist at Trafigura; Derek Sammann, Global Head of Commodity and Options at CME Group and Alex Booth, Head of Research for Kpler.
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The HC Commodities Podcast