Era of scarcity and the coming super cycle in natural resources

Era of scarcity and the coming super cycle in natural resources

 

1 minute read

June 2026

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At the Cohen & Steers Investor Conference, Bob Brackett, Head, Americas Energy & Transition at Bernstein joined Cohen & Steers Head of Natural Resource Equities Tyler Rosenlicht to discuss the coming supercycle in natural resources.

During their wide-ranging conversation spanning from oil to gold to nuclear power, they discussed how what was once an “energy transition” story has instead become an all-of-the-above “energy addition” story.

Interested in viewing the full session? Request the recording below.

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