Fiona Boal: Likely We Will See a Period of Inflationary Commodity Prices

The video discusses the impact of extreme weather on supply, particularly in the US, and the challenges faced during the energy transition. It explores the trends in oil prices and the underinvestment in energy sectors. The concept of a commodity super cycle is examined, with a focus on industrial metals benefiting from green technology. Agricultural prices and supply cycles are analyzed, highlighting China's role in stock rebuilding. The video concludes with a discussion on inflationary pressures in commodity prices and the potential for a super cycle.

In what ways can the demand for green technology impact industrial metals?

How might agricultural supply cycles influence food prices in the coming years?

What role does fiscal stimulus play in the recovery of commodity prices?