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 ...

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 ...

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 ...

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.

There’s a history of super cycles, according to economist Bilge Erten of Northeastern University. In a recent paper, she found long commodity booms often were built on colossal demand ...

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

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 ...

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.

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 ...

We've seen two commodity super cycles in the last 15 years. The first one was roughly during 2006 to 2008. Then we had another supercycle in 2022. And really, people focus on oil more than anything.