The Selection Show: ‘Fossil fuel to metal-oriented’: Commodities and the green energy transition

Hakan Kaya, who runs the Neuberger Berman Commodities Fund, said earlier this year the demand on resources created by the green energy transition could drive a boom in commodity costs that could see prices of key minerals like copper increase eightfold.  He sat down with Selector news editor Ian Heath to discuss the emerging commodities super-cycle, which minerals are likely to be needed most for the energy transition and how investors should play the trend.