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The Case for Commodities: ‘Super-Backwardation,’ Structural Demand and Inventory Shortages

The Case for Commodities: ‘Super-Backwardation,’ Structural Demand and Inventory Shortages

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February 15, 202223m 9s

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Show Notes

In the latest episode of Exchanges at Goldman Sachs, Jeffrey Currie, Global Head of Commodities Research in the Goldman Sachs Research, discusses why he believes commodities are entering a supercycle and how the current geopolitical landscape is shaping commodity markets.  

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