UBS Says a Major Commodity Upcycle Is Taking Shape

Nevoral

August 30, 2026

UBS Says a Major Commodity Upcycle Is Taking Shape
UBS Says a Major Commodity Upcycle Is Taking Shape

August 30, 2026

Nevoral

UBS Says a Major Commodity Upcycle Is Taking Shape

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One day after veteran commodities strategist Jeff Currie told investors to “get long and buckle up” for the next leg of the commodities rally, UBS strategist Sagar Khandelwal issued a similarly bullish call, urging clients to “position for a commodity upcycle.” Khandelwal said electrification, surging power demand…
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