Goldman Sees 'Bullish Concoction' for Global Commodities

Jeff Curry predicts a bullish trend for global commodities, citing underinvestment in supply and potential demand increases due to economic factors like the Fed's interest rate policies and China's reopening. While some agree with this outlook, others see a more balanced oil market. The discussion highlights the impact of supply constraints and varying perspectives on future commodity demand.

What is the significance of China's reopening in the context of commodity demand?

What long-term implications does the lack of investment in commodities have according to the text?