On April 25, 2022, right here on Seeking Alpha, I wrote Commodity Supercycles And The Role Of Luck. As it turns out, this was perhaps one of my most timely macro calls written on Seeking Alpha.

The upswing phase in commodity super-cycles occurs when unexpected, persistent, and positive demand trends contrast with typically slow-moving supply. Eventually, as more supply becomes available ...

The Bank of Canada defines it as an “extended period during which commodity prices are well above or below their long-run trend.” Supercycles occur because of the long lag between commodity ...

Economic supercycles are long, demand-driven booms impacting commodity prices. China's economic growth catalyzed a supercycle, significantly increasing demand for metals. Supercycles often ...

In the past century, there have been four great commodity supercycles with varying durations, intensities, and degrees of magnitude. Each of these supercycles has been tied to very ...

Gold has long played a central role in commodity supercycles. In 2024, it has been a major beneficiary of the emerging trends in global markets. As central banks struggle with inflation and ...

The bullish case also calls on history for its thesis. The average length of prior commodity super-cycles is 30 years, according to Professor Ocampo of Columbia University and others.

Commodity super-cycles generally last 30 to 40 years. There is an initial 15 to 20 year phase where demand outstrips supply, and a later 15 year phase where supply outstrips demand. In the first ...

such lows in the commodity-to-equity ratio have marked the onset of new commodity supercycles - prolonged periods of sustained growth in raw material prices - and we've clearly seen the markets ...

The history of so-called commodity supercycles could be another potential explanation for the rise in stock-commodity correlations, the Wells Fargo strategists said. Commodity supercycles refer to ...