AI, clean energy push may trigger new commodity supercycle: Report

Investments in artificial intelligence (AI) infrastructure, the global clean energy transition and supply-chain reshoring could trigger a new commodity supercycle, creating long-term opportunities in copper, power infrastructure and electrification-related sectors, according to a Centrum report.

The report said the world may be in the early phase of a commodity supercycle, a prolonged period of rising commodity prices, with the current upcycle still having significant room to run.

A supercycle happens when a huge, lasting jump in demand meets a supply base that takes years to grow.