Commodity Prices May Rise Over Next Few Years, HSBC's Bloxham Says

The video discusses the recovery of commodity prices since 2016, driven by cost-cutting in the mining industry and increased profitability. It highlights the potential for more investment due to market tightness and underinvestment during the previous super cycle. The impact of trade tensions, particularly between China and the US, is analyzed, with a focus on China's domestic demand and its influence on commodity prices. The video also explores China's environmental policies affecting iron ore pricing, emphasizing the demand for higher-grade materials.

What are the implications of underinvestment in the resource industry?

How do environmental restrictions in China impact the iron ore market?