Jeff Currie: Copper signals economic growth, hoarding drives commodity prices, and dedollarization reshapes investment strategies
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Jeff Currie: Copper signals economic growth, hoarding drives commodity prices, and dedollarization reshapes investment strategies | Odd Lots Copper is viewed as the ultimate industrial metal, reflecting economic growth, while gold primarily serves as a store of value. The simultaneous rise in copper, silver, and gold indicates a complex interplay in the metals market beyond simple dollar debasement. Hoarding due to concerns over the a… Key takeaways Copper is viewed as the ultimate industrial metal, reflecting economic growth, while gold primarily serves as a store of value. The simultaneous rise in copper, silver, and gold indicates a complex interplay in the metals market beyond simple dollar debasement. Hoarding due to concerns over the availability of critical minerals is driving the current rise in commodity prices. Dedollarization is prompting a move away from dollar-denominated assets, influenced by geopolitical events. Silver’s dual role as an industrial metal and a store of value makes it highly desirable in China. Emerging market central banks are diversifying away from Western bonds, impacting the dynamics of the gold market. Silver is critical for China’s industrial base due to its role in solar panel manufacturing. The dual role of silver as both a critical mineral and a store of value is essential for the Chinese economy. A global capital expenditure boom is anticipated, potentially driving a new commodity super cycle. High interest rates indicate a need for capital investments in asset-heavy industries. The current economic environment suggests a shift in investment strategies among emerging markets. The strategic importance of silver in renewable energy highlights its significance in China’s industrial strategy. The interplay of geopolitical factors is influencing central bank asset allocation strategies. Guest intro Jeff Currie is Chief Strategy Officer of Energy Pathways at Carlyle. He was previously Global Head of Commodities Research at Goldman Sachs, where…
Filed under: News - @ February 14, 2026 11:27 pm