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Goldman Sachs Exchanges

The Case for Commodities: ‘Super-Backwardation,’ Structural Demand and Inventory Shortages

23 min • 15 februari 2022

In the latest episode of Exchanges at Goldman Sachs, Jeffrey Currie, Global Head of Commodities Research in the Goldman Sachs Research, discusses why he believes commodities are entering a supercycle and how the current geopolitical landscape is shaping commodity markets.  

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