Commodity Supercycles
Decade-long swings driven by underinvestment and demand shocks; the capital cycle in its purest form.
6 books · 4 people behind it
Start here
- The PrizeDaniel Yergin, 1991
- Hot CommoditiesJim Rogers, 2004
- Capital ReturnsEdward Chancellor, 2015
The people behind it 4
Each person holds a book in this entry or names it in their own tags.
Investors 2
Journalists 2
Books 6
T1 The Prize
Daniel Yergin · 1991 · Oil as the template for how a commodity cycle and a geopolitics interact.
Jim Rogers · 2004 · The bull case written at the start of the last supercycle; read as a period document.
Edward Chancellor · 2015 · Why supply discipline, not demand forecasting, drives commodity returns.
Javier Blas, Jack Farchy · 2021 · The trading houses that sit between the cycles and profit from them.
Ed Conway · 2023 · The six materials the economy runs on and what limits their supply.
Dan Morgan · 1979 · The agricultural trading houses; the earlier version of the same business.