Goldman Sachs' Chen on China Metals, Commodities

The video discusses the forecast for key commodities, highlighting growth in green demand sectors like EVs and renewables, while construction-related commodities face contraction. The impact of China's reopening on commodities is mixed, with copper showing potential for price increases. The agricultural segment addresses China's food security concerns, emphasizing the need for technological advancements to improve self-sufficiency. The discussion includes the potential of genetically modified crops and efficiency gains in agriculture.

What role does technology play in addressing China's food self-sufficiency?

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What is the estimated impact of genetically modified crops on China's agricultural outlook?

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What is the long-term outlook for China's self-sufficiency in food production as discussed in the text?

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