A steep rise in production costs over the past few years, slimmer pipeline inventories than in 2008, plus a much greater degree of supply risk due to geopolitical and weather shocks all suggest there should be a much greater degree of fundamentals-driven price resilience in many commodity markets this time and that commodity investment indices should not fall nearly so far.
So, how will different commodities fare in possibly imminent crisis?………………………………………Full Article: Source