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

Published: Feb. 15, 2022, 5 a.m.

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.