MINER'S RIGHT

Capital spending, exploration return

Demand, especially from China, drove the commodity boom that petered out in 2012. Supply is shaping as the driver of the next growth phase, with a number of recent reports pointing to the first signs of peaking supply of key commodities.

Big wheels keep on turning: the commodities cycle continues to turn and years of underspend mean it is on the way up

Big wheels keep on turning: the commodities cycle continues to turn and years of underspend mean it is on the way up

Whether that’s a surprise to anyone is probably a reflection of their age and a lack of understanding of the cyclical nature of commodities, with price doing most of the work. High prices encourage investment....

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A growing series of reports, each focused on a key discussion point for the farming sector, brought to you by the Kondinin team.

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