[MEDIA] Green-digital supercycle favors copper and Bitcoin At...

Green-digital supercycle favors copper and Bitcoin
At the top of our list of commodities set to enter a supercycle, copper, Bitcoin and scrap metals all benefit from secular-demand drivers such as decarbonization amid supply constraints. While others may not exactly fit the criteria — including palladium, gold, U.S. hot-rolled coil and agricultural machinery (a commodity-cycle first derivative) — they have characteristics potentially making them supercycle candidates. By contrast, demand for oil, lead and thermal coal seems to be in secular decline, despite a short-term rebound from the pandemic, with no supply shortages.



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These are only my thoughts and it does not constitute investment advice. Before acting on any information you read and before making any financial or investment decisions, you should always consult your advisor(s) or other relevant professional experts.