And the big demand for commodities is coming from new-age sectors like EVs and renewables. And China has been the key driver there in terms of putting capacities. But rest of the world does not really want to take from China and they are putting up trade barriers. I am not sure rest of the world is ready with capacities to really drive commodity demand. So, I would say that probably commodities have found a bottom, but will it be a rerun, will it be a super cycle, that is not very evident at the moment.
| Subscribe To Our Free Newsletter |
