This column was originally published on RealMoney on March 27 at 12:08 p.m. EST. It's being republished as a bonus for TheStreet.com readers.Lots of supercycles going on. Citigroup talks about the supercycle in materials as it upgrades Alcan ( AL) and Inco ( N) and Phelps Dodge ( PD). We know that Goldman believes there could be a petroleum supercycle. What I find most interesting is the skepticism about these calls. I never hear them mentioned. The Citigroup call, for example is a major one, especially because Citi's been so negative on the commodities. It's one of those calls that says this run in copper and zinc, the run in silver, are not one-offs because of temporary supply constraints but are actually the real deal, based on demand. Similarly, take a look at the comments made by Boone Pickens to my old friend Terry Keenan in her always excellent New York Post column this weekend. Pickens, totally astute, says we are only one country away from $75 a barrel oil. And that country could be Iran. I would add that the country could be Nigeria, Iraq or most certainly Saudi Arabia, which is the country that would take us to $100. Given that the so-called fundamentalists know the U.S.' weakness in the face of these potential disruptions, I don't believe it is too much of a leap of faith to believe in the supercycle for oil. Yet these calls get made in a vacuum. To me, they make the most sense of any, which is one of the reasons I am so overloaded in commodity and oil names for
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