Mining and wind turbines Wood MackenzieBy Simon Morris, Wood Mackenzie Head of MetalsIs there going to be a supercycle? First off, this will be the first commodities supercycle in history where hydrocarbons aren’t fuelling the boom. Fossil fuels to lose outWhat is our justification for supporting a supercycle narrative? But as our latest research highlights, there will be winners and losers as a result of this supercycle. I feel that, in among this excitement, it is as important to reflect on the risks that a supercycle built around decarbonisation will pose for the sector.
Source: Forbes July 15, 2021 05:03 UTC