Copper Is the New Oil, Goldman Sach's Currie Says

The video discusses the potential disruptions in the commodity market, focusing on energy and grains, particularly in the context of Ukraine and Russia. It explores the impact of an Iran nuclear deal on oil prices and the ongoing commodity supercycle affecting inflation. The video highlights commodities as a late cycle hedge against economic changes and examines global market dynamics, including policy divergence. It also emphasizes the strategic importance of green metals like copper and aluminum in addressing climate change.

What are the implications of low inventories in the oil market?

Discuss the significance of Ukraine as a wheat producer in the context of global food inflation.

How do commodities serve as a hedge against inflationary pressures?