The IUP Journal of Accounting Research and Audit Practices:
Research Note
The New Commodity Super Cycle

Article Details
Pub. Date : October, 2021
Product Name : The IUP Journal of Accounting Research and Audit Practices
Product Type : Article
Product Code : IJARAP461021
Author Name : Sarika Rachuri*
Availability : YES
Subject/Domain : Finance
Download Format : PDF Format
No. of Pages : 6

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The pandemic has led to massive disruptions in supply chains, disrupting production in economies across the world. After a long lull, this year witnessed a surge in commodity prices. The entire spectrum of commodity complex, energy, base metals and food commodities has witnessed a stellar rise since the beginning of the year. Such surge in commodity prices is giving rise to a scenario that shows that the world may soon witness another commodity super cycle

Even before the pandemic, however, the seeds of inflation, supply disruption and climate change were sown. The era of deglobalization had started with a trade-tech cold war between the current superpowers, U.S. and China. This inflicted higher tariffs on supply. Since 2014, China had emerged not only as the world's largest exporter, but also the world's largest trading nation. During the preceding years of globalization, the world had become hugely reliant on China for most of its goods. Its emergence fanned the last commodity super cycle, as it soaked up minerals and commodities for production and export.


Commodity Super Cycle: An Overview
The last commodity super cycle peaked in 2008 and was driven by energy. Brent crude oil prices touched a dizzying height of $147 a barrel. It was mainly driven by energy, followed by base metals and precious metals.


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