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UBS Says a Major Commodity Upcycle Is Taking Shape | OilPrice.com

UBS is urging investors to position for a commodity upcycle, driven by electrification, AI infrastructure, rising power demand, supply constraints and years of underinvestment.

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oilprice.comStai leggendo12 g fa

UBS Says a Major Commodity Upcycle Is Taking Shape | OilPrice.com

UBS is urging investors to position for a commodity upcycle, driven by electrification, AI infrastructure, rising power demand, supply constraints and years of underinvestment.

originale

zerohedge.com14 g fa

Got Hard Assets? UBS Says "Position For A Commodity Upcycle" As Global Scarcity Emerges

"We believe commodities can provide both a structural source of return and portfolio protection..."

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Timeline cronologica

venerdì 28 agosto 2026·zerohedge.com
Got Hard Assets? UBS Says "Position For A Commodity Upcycle" As Global Scarcity Emerges
"We believe commodities can provide both a structural source of return and portfolio protection..."
domenica 30 agosto 2026·oilprice.com
UBS Says a Major Commodity Upcycle Is Taking Shape | OilPrice.com
UBS is urging investors to position for a commodity upcycle, driven by electrification, AI infrastructure, rising power demand, supply constraints and years of underinvestment.