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Massive Commodity Supercycle: AI Boom's Raw Material Crunch
Description
Energy strategist Jeff Currie from the Carlyle Group predicts a massive commodity supercycle, driven by the AI booms raw material demands. The Iran conflict has caused a significant energy crunch, altering the Persian Gulfs role in oil, metals, and fertilizers. AI labs are starving for compute power, driving up GPU demand and prices. Despite this, top miners are only spending forty percent of what they did in the last cycle. Currie advises investing in commodities, as deglobalization tightens supply chains and capital flocks to AI software, ignoring backbone assets.
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