How AI boom is obscuring the big investment opportunity in commodities
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Source: South China Morning Post
Published: 2026-05-28 18:30 UTC+10:00
Section: Jeff Currie
Factuality Score: 100
Opinion Category: Neutral
Topics: Technology & AI, World News, Business & Economy
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Snippet:
Investors’ desire for firms with ‘heavy assets, low obsolescence’ has turned the spotlight on commodities, a sector starved of capital
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