| 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
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