MacroVoices #443 Viktor Shvets: From Central Banks To Assets Classes To Geopolitics & More
Macro Voices
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Long-Term Demand Requires Strategy
Long-term underlying demand exists for metals such as copper, lithium, rare earths, and nickel, indicating their importance in the energy transition. However, this demand is not uniform and can be affected by economic growth rates, particularly in China. The technological advancements that lead to more efficient use of these materials may also impact demand dynamics, as evidenced by the fluctuations observed in nickel prices over recent years. A forward-looking perspective is essential in navigating this complex landscape.
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