Kerry Group said that the oil and metal markets have "insufficient investment" and have huge potential for growth.

Jeff Currie, Chief Strategic Officer of the energy division at the Kerry Group, stated that there is a "severe lack of investment" in the oil and metal markets, leaving room for significant price increases. He also pointed out that the long-standing belief of oversupply driving down oil prices has been exaggerated. Prices are also being supported by a number of positive factors, including tensions between the US and Iran, interruptions in operations at a key export terminal in the Black Sea, and the impact of winter storms in the United States. Currie stated that rising geopolitical risks are triggering a wave of stockpiling in various commodities, shifting funds from technology-dominated "new economy" sectors to asset-intensive traditional industries. He noted that this situation is very similar to the sharp increase in gold prices after the bursting of the dot-com bubble in the early 2000s.