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Commodities: Entering a scarcity-pricing regime

Trevor Noren, Director Thematic Strategy
8 min read
2025-06-30
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The views expressed are those of the author at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.

Focus on: Copper

Is copper the oil of the energy transition? Across four charts, Wellington tells the story of the growing copper imperative.

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Monthly Market Review — August 2024

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12 min
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2025-09-30
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Commodities and the energy transition: Symbiosis for the future

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7 min
Article
2025-08-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Review — July 2024

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12 min
Article
2025-08-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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