Welcome to the first episode of our new podcast The Commodity Exchange, a podcast for those looking to make sense of the landscape, and understand the key drivers behind prices.

Since the Covid-induced market crash at the start of 2020, commodities have had a strong run. This has encouraged many people to wonder if we are in a commodity supercycle. Are we in a supercycle? What cyclical and structural forces are driving commodity prices today, and might influence prices in the future? All of this and more in this episode of The Commodity Exchange.

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Nitesh: https://twitter.com/NiteshShahWT

Mobeen: https://twitter.com/MobeenTahirWT