Aluminum's Price Surge
Aluminum is at a 13-year high in China, driven by strong demand and significant supply cuts, particularly due to environmental regulations. The production of aluminum is highly energy-intensive, making it a target for reductions in carbon emissions. This situation illustrates a broader economic principle where demand is pulling prices up across various commodities, rather than just rising input costs.In this clip
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Odd Lots
Goldman’s Jeff Currie: It’s a Commodities Supercycle, and We Still Haven’t Hit Max Pain
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