The Other Strategic Reserve
In the same way that a natural gas shortage in Europe resulted in record prices for coal worldwide, enforcing scarcity of the most desirous sources of protein would result in a significant inflationary pulse across the entire protein complex
In April, we returned to the theme in a piece titled “Generational Arbitrage.” As the name implies, a historic price disparity had broken out between the two fuels in North America. This was driven by global oil prices being held artificially high by the Organization of the Petroleum Exporting Countries (OPEC) and the fact that marginal oil product
... See moreDoomberg • This Year in Gas
U.S. Ban Could Spark Another 60% Hike In The Price Of Uranium
The invasion of Ukraine by Russian forces in February 2022 has abruptly ended a prolonged (and rare) period of peace in Europe.
This period of peace has made us forget about the realities of our need of resources for modern society. Tech, and all the evangelism associated with it, does not solve the need for base commodities. In fact, it drives it.
T
... See more