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Strategist Jeff Currie Says Commodity Supercycle Is Underway
Veteran strategist Jeff Currie stated that the world is entering the early stages of a commodity supercycle driven by AI infrastructure demands and prior underinvestment in energy and materials sectors.
May 19, 9:48 AM·1m read1 source
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Veteran strategist Jeff Currie said the world is in the early stages of a commodity supercycle as the AI buildout collides with years of underinvestment in energy and materials. Currie described the current period as the beginning of sustained higher prices across multiple commodity categories.
He linked the trend to increased demand from artificial intelligence data centers and related infrastructure projects.
The strategist pointed to reduced capital spending in energy and raw materials over recent years as a key supply-side factor. This combination of rising demand and constrained supply forms the basis for his supercycle assessment. Currie did not provide specific price forecasts or timelines in the statement.
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