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AI Summary
- All metals, from industrial copper to gold with few industrial uses, have surged dramatically in 2025, driven by multiple factors including massive buying in China
- Jeff Currie, formerly of Goldman Sachs and now at Carlyle, has been predicting a new supercycle in commodities and explains the fundamental drivers supporting this multi-year trend
- The supercycle is in very early stages with years of runway ahead, suggesting sustained demand and price appreciation across the metals complex