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Commodity Supercycle? How to Invest Without Speculating | Jonathan Wellum
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Commodity markets have been volatile, leaving many investors questioning whether this move is speculation or the early stages of a much larger shift. In this conversation, Rocklinc’s Jonathan Wellum explains why volatility is normal in commodity investing, and why powerful structural forces are creating a supply-demand imbalance that is unlikely to resolve quickly. He discusses years of underinvestment in mining and energy, the impact of deglobalization, and how AI-driven data centers and…
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