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Fundamentals Tightening Under The Covers (Guests: Paulo Macro & Kuppy)
The Market Huddle
The Impact of Underinvestment in Commodities on Supply and Demand Dynamics
The current commodity market differs from past cycles due to underinvestment leading to a lack of supply side response. Unlike in the past where China's demand drove prices up, now there is no obvious global demand surge. This underinvestment is causing supply curves to contract, creating an environment where prices fluctuate based on substitution effects when certain commodities become too expensive.
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