Why we believe in an industrial metals supercycle
In this podcast, Edmund and Xavier discuss base and industrial metals.
- Can the boom in base metals prices (aluminium, nickel, tin and copper) continue?
- To what extent will the energy transition fuel the rising demand for industrial metals? Preferences for the long term?
- If and when will mining companies worldwide respond to the increasing demand for these metals by investing in new mines and production facilities?
- Should every kind of investor have an exposure to commodities? Some investment ideas?