Surging prices, falling inventories confirm early stages of commodities boom
10th February 2022
Tim Treadgold
"If you have ever wondered what the early stages of a commodities boom looks like, consider three comments made this week:
- “We’re out of everything.” - Jeff Currie, head of commodities research at Goldman Sachs.
- “No stopping the commodities freight train.” - U.S. investment bank, Jefferies.
- “Supply chains strung like piano wire.” - Paul House, chief executive of mining technology provider, Imdex."
Ann: Nil Desperandum Continues To Grow, page-237
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