The car in front is electric: Push for a greener world will lead to a new commodity cycle

Several emerging market populations are growing exponentially and the global demand for resources is so large that human expansion could be finally leading to Malthusian shortages. As a result, some experts claim the world is experiencing the start of a new commodity cycle as the need to de-carbonise over the next few decades drives demand for metals such as copper and nickel.   Mike Henry, the CEO of BHP, recently said: "The world has begun to be pragmatic - to achieve our climate goals and de-carbonisation, we need extractive industries to deliver the metals required in wind turbine...