The video discusses the dynamics of the commodity markets, highlighting the impact of underinvestment and ESG pressures on supply constraints. It explores the potential for a super cycle in commodities, driven by infrastructure investment and decarbonization efforts. The transition to new technologies is increasing demand for rare earths and other commodities, with copper playing a crucial role. Despite challenges in supply, there are significant investment opportunities in raw materials essential for the transition.

What are the implications of rising demand for lithium and other rare earths?

In what ways are new uses for commodities emerging in today's market?

What role does copper play in the green transition?