Are we in a commodity supercycle? In this episode, Adam Rozencwajg, Managing Partner at G&R, joined UBS's Paul Stefansson to explore the future of the commodity market and how the energy transition will impact commodity demand.
How will geopolitical tensions shape the commodities supply chain? Tune in to gain insights, and discover the potential opportunities and challenges ahead.
This interview is available below (filmed in June 2023).
Want to learn more on this topic from Goehring & Rozencwajg? We invite you to download or revisit our entire Q1 2023 research letter, available below.
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