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DRYBLOWER
Dryblower on the ESG supercycle, a boom created by a protest movement
IVAN Glasenberg, Mick Davis and Robert Friedland backed their judgement and became multi-billionaires during the China-driven supercycle. Dryblower reckons they’ve got it right again and will make a few billion more in what will one day be called the ESG supercycle.
Until recently, the jury was out on whether the mining world was in the foothills of a new supercycle. Pessimists argued that the upward surge in commodity prices was nothing more than a conventional...
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