JPMorgan Sees New Commodity Supercycle

JPMorgan Sees New Commodity Supercycle

Late last month, JPMorgan's Marko Kolanovic warned on a possible tail risk associated with what he described as "the low level of new investing in traditional energy, and inability to quickly change the popular investment, ideological, and geopolitical paradigms." The idea, essentially, was that if increased demand associated with a post-COVID global economic recovery were to collide with underinvestment in traditional energy sources at a time when sustainable energy isn't yet ready to take the
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