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BlackRock's Hambro Sees New Commodity Cycle
Source: Bloomberg
Commodities & Raw MaterialsArtificial IntelligenceRenewable Energy TransitionAnalyst Insights
BlackRock commodities investor Evy Hambro says commodities are entering a new long-term cycle, supported by AI investment, electrification demand, and years of underinvestment in supply. He expects structurally tight supply to sustain commodity prices, creating a constructive outlook for the sector.
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