"Despite a reduction in oil demand for business travel, "we think the market's going to be in substantial deficit throughout the end of next year and beyond into 2022... You have structural under-investment in supply -- we call it the revenge of the old economy. It's not just oil, it's metals, mining, the entire old economy has shortages in investment," he said."
Goldman Sachs' Currie predicts 'long-lasting bull market' for virtually all commodities (https://www.spglobal.com/platts/en/market-insights/latest-news/agriculture/120820-goldman-sachs-currie-predicts-long-lasting-bull-market-for-virtually-all-commodities)