Australian budgetAustralian EconomyCommodities

Mining Boom 3.0 is here

David Llewellyn-Smith
Monday 7 December 2020
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The world moves in mysterious ways. Here we are amid a global pandemic and extraordinary China divorce and what do we get? Mining Boom 3.0.

A few weeks ago Variant Perception put out a note declaring another commodities supercycle imminent. Let’s reprise:

A new dawn for commodities

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About the author
David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific’s leading geo-politics and economics portal. He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.