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Another supercycle is coming. Anticipation of future demand growth has generated palpable excitement, driving commodity prices to post-pandemic highs.
Decarbonisation will drive demand for certain metals
But this time, as the saying goes, it's different. While previous cycles lavished windfalls on the entire natural resource sector, the forces shaping this nascent boom are unlike any other.
US and Saudi step in where China is falling short
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