BlackRock's Hambro Sees New Commodity Cycle
BlackRock's Evy Hambro predicts a new commodity cycle fueled by AI, electrification, and supply underinvestment, suggesting prices will remain supported.
BlackRock’s Evy Hambro argues that commodities are entering a new cycle driven by AI, electrification, and years of supply underinvestment. He believes tight supply will keep prices supported over the long term. (Source: Bloomberg)
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