Commodity Supercycles: What Are They, Why do They Matter, & How Should Investors Position For Them?

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In our latest webinar (recorded 18th May 2023), we discuss the case for the commodity supercycle, and how investors can best position their portfolios in that environment.

Chris Watling (CEO & Chief Market Strategist) discusses his thought process behind long-term commodity price cycles, the key drivers, their history and, with all that in mind, what investors can do to take advantage of them.

Bradley Waddington (Commodities Specialist) covers the shorter to medium term fundamental outlook for four key commodity prices (oil, copper, iron ore and gold). In particular, he addresses where those commodity prices might be headed for the rest of 2023, and what factors are driving those forecasts.

Some key questions addressed include:
• What is a commodity supercycle?
• When/why do commodity supercycles happen?
• How is today's commodities environment linked to the current macro situation?
• What is Longview’s current view on key commodities (e.g. oil, copper, iron ore & gold)?
• How are commodity supercycles related to long secular cycles in markets?

We conclude with questions from the audience.

00:00 Intro
01:27 A bit about Longview
03:57 Kondratieff, metallic standards, and Supercycle history
08:30 The last 100 years
11:40 Historical drivers
13:10 The current Supercycle
16:21 Brad opening
17:35 Oil
26:25 Copper
32:23 Iron Ore
36:09 Gold & precious metals
40:12 Back to the Supercycle
51:46 Conclusion
52:15 Q&A
52:31 EVs, electrification & metals
53:43 Does inflation lead prices or vice versa
55:22 View on inflation
56:25 Oil demand vs. the green energy transition
57:43 On copper reserves
59:22 Lumber prices
01:00:42 Tech, Dollar, Commodities
01:02:40 Aluminium, short & long term
01:03:40 India & Japan
01:04:58 Closing

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