The Future of Commodities

“Will the energy transition create a new commodity super-cycle?”

• What a commodity super-cycle is, and why the transition revives the idea
• Critical minerals: copper, lithium, nickel, cobalt, graphite and rare earths
• The supply challenge: lead times, depletion and concentration of processing
• Scenarios for oil, gas and coal, and their investment consequences
• Climate change and agriculture, with a focus on the Mekong Delta
• Satellite data, AI forecasting and new products
• The principles that will not change
• Conclusion: the whole book in one page