CHAPTER 22

The Future of Commodities

Energy transition, critical minerals and climate

Opening question

“Will the energy transition create a new commodity super-cycle?”

In this chapter

What a commodity super-cycle is, and why the transition revives the idea
Critical minerals: copper, lithium, nickel, cobalt, graphite and rare earths
The supply challenge: lead times, depletion and concentration of processing
Scenarios for oil, gas and coal, and their investment consequences
Climate change and agriculture, with a focus on the Mekong Delta
Satellite data, AI forecasting and new products
The principles that will not change
Conclusion: the whole book in one page

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This chapter is in the full book

Chapter 1 is free to read online. The full text of chapter 22 — with its tables, figures, worked examples and practice lab — is available in the complete edition of Commodity Investing: From Theory to Practice (Volume 2, NXW Investment Library).

Read Chapter 1 free Get the full book — [email protected]

Sections of this chapter

22.1 A new super-cycle?

22.2 Critical minerals for electrification

22.3 The supply challenge

22.4 Fossil fuels in transition

22.5 Investment consequences

22.6 Climate change and agriculture

22.7 Data, AI and new products

22.8 Principles that will not change

22.9 Conclusion: from theory to practice

← Chapter 21: Risks, Regulation and Behaviour