Webinars

Commodities in Supercycle: Navigating the New Era of Global Demand and Disruption

19 views
August 19, 2025

Join us for an insightful session exploring the evolving landscape of global commodities. As we stand on the brink of a potential new supercycle, this webinar will unpack the macroeconomic, geopolitical, and environmental forces reshaping commodity markets—from the electrification boom and decarbonization efforts to geopolitical tensions and underinvestment in supply chains. 

We’ll dive into: 

  • The long-term bullish drivers fueling commodity demand 

  • The critical role of metals like copper and aluminum in the energy transition 

  • Why gold remains a safe haven amid global uncertainty 

  • The shifting dynamics in agriculture and soft commodities like wheat, cocoa, and coffee 

  • Practical strategies for navigating commodity investments in volatile times 

Ole Hansen joined Saxo in 2008 and has been Head of Commodity Strategy since 2010. Ole focuses on delivering strategies and analyses of the global commodity markets defined by fundamentals, market sentiments and technical developments.