The Minutes of Stanley Druckenmiller on commodities https://minutesof.com/stanley-druckenmiller/on/commodities/ Everything Stanley Druckenmiller has said on commodities: 2 verbatim quotes between December 2019 and January 2020, each with a timestamp and a link to… en Sun, 30 Aug 2026 16:22:15 +0000 Druckenmiller estimates EVs add 0.5% annual copper demand while supply outlook remains challenged, particularl https://minutesof.com/q/a237f3ac-277e-4582-bffc-24641b7ff967/ https://minutesof.com/q/a237f3ac-277e-4582-bffc-24641b7ff967/ “We think that EVs probably add point half a percent a year in demand and the supply outlook's challenged, it become more challenged if the Chile situation doesn't clear up, but that's not why we own it.” — Bloomberg Television Mon, 06 Jan 2020 18:44:41 +0000 commodities Druckenmiller is long equities and commodities, short bonds and yen, and long commodity currencies betting on https://minutesof.com/q/575b5df6-e4ca-49b9-b487-46e404a9bfc4/ https://minutesof.com/q/575b5df6-e4ca-49b9-b487-46e404a9bfc4/ “I'm long equities. I'm long some commodities. I'm short fixed income. And I'm long commodity currencies. Short the yen. So all sort of for now.” — Bloomberg Television Thu, 19 Dec 2019 02:48:34 +0000 commodities