Published Sep 8, 2026, 2:25 AM ET · Updated 2 months ago · 1 source

Commodity Super Cycle Underway

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Original Report

A commodity super cycle is underway, driven by Middle East disruptions, the El Niño weather phenomenon impacting supplies, increased global storage, and rising demand from sectors like data centers for AI. These factors are collectively pushing commodity prices higher, leading to hedging and a structural vulnerability in the global economy and trade.