The commodities rally: A new supercycle?
“Ben Cleary’s bullish case for commodities over the next 3-5 years." His thesis is pretty simple: a decade of underinvestment across most commodities has created a demand/supply problem, with low levels of inventory around the world. Read more here. ...
Carbon Market Reforms are Generally Positive
Following the release of two major reviews into the carbon market in Australia this week, VT Carbon Partners' analysis has found that the proposed reforms are generally positive. From structural and transparency changes to the ACCU scheme to redesigning the...
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