Learn why oil prices could go a lot higher
Posted: Fri Aug 04, 2023 8:13 am
UBS Interview: The Next Opportunity | Are we in a commodity super cycle?
In this episode, UBS's Paul Stefansson speaks to Adam Rozencwajg, Managing Partner at Goehring & Rozencwajg Associates, on whether we are in a commodity super-cycle. Together, they discuss the outlook of the commodity market, how the energy transition will impact commodity demand, as well as how far geopolitical tensions today may bifurcate the commodities supply chain.
https://www.ubs.com/microsites/player/en/circle1-videoplayer.html?id=6329400098112&play=yes&__hstc=214401352.e86f685c4b411fe00fb3f3c4da65503d.1688141421672.1689350982097.1690206812837.5&__hssc=214401352.1.1691154575458&__hsfp=619030939&hsCtaTracking=1d67c203-9c0e-432f-956b-f1e050e0ca75%7C433c143d-7d49-41bd-a6fe-7e470c0fecd9
In this episode, UBS's Paul Stefansson speaks to Adam Rozencwajg, Managing Partner at Goehring & Rozencwajg Associates, on whether we are in a commodity super-cycle. Together, they discuss the outlook of the commodity market, how the energy transition will impact commodity demand, as well as how far geopolitical tensions today may bifurcate the commodities supply chain.
https://www.ubs.com/microsites/player/en/circle1-videoplayer.html?id=6329400098112&play=yes&__hstc=214401352.e86f685c4b411fe00fb3f3c4da65503d.1688141421672.1689350982097.1690206812837.5&__hssc=214401352.1.1691154575458&__hsfp=619030939&hsCtaTracking=1d67c203-9c0e-432f-956b-f1e050e0ca75%7C433c143d-7d49-41bd-a6fe-7e470c0fecd9