In times of war and political instability, scarcity breeds desperation - and that desperation drives crime spikes:Black market and smugglingLooting and theftSexual violenceHomicide and targeted killingsOrganized crimeFraud and hoardingAbundance removes those root causes, strengthens institutions, and paves the way for lasting peace and prosperity. ...

You believe that even if there's a ceasefire tomorrow, right now, the next 5 minutes, the world's changed. The commodities have accured. What's changed.>> Um, for one, you've disrupted global supply chains. This is not just a disruption oil. It's gas, it's fertilizers, it's metals, it's petrochemicals.The list goes on and on. And then you've disrupted supply chains in countries all over the world. The ships are in the wrong places.Um, the insuranceances have been cancelled. you've taken the pressure out of ...

Group 1: Impact on Oil Supply and Demand - The disruption of global supply chains due to geopolitical events has affected various sectors, including gas, fertilizer, metals, and petrochemicals [1][2] - The maximum sustainable flow rate of crude oil is 2 million barrels per day, while current disruptions are estimated to affect around 18 million barrels per day, indicating a significant supply shortfall [3] - Hoarding behavior is emerging in countries like Japan and Korea, with consumers filling their tanks more frequently, which could lead to increased demand [5][6] Group 2: Economic Implications - Prolonged oil prices above $90 could harm the underlying economy, indicating a potential economic crisis if such prices persist [7] - The current situation is described as a regime change, moving from a technology-driven economy to one influenced by geopolitical events, similar to past economic shifts [8][10] - The financial landscape is changing, with a potential revaluation of assets as the market adjusts to new realities in oil and commodity prices [11][13] Group 3: Gold and Commodity Demand - There is an anticipated increase in demand for gold as emerging markets seek to avoid dollar-denominated assets due to sanctions, leading to a shift in capital flows [17][18] - The rising oil prices are expected to increase headline inflation, which could crowd out private credit by approximately $150 billion if prices reach $120 and remain there [19] - The paradox of energy dominance is highlighted, where the U.S. is a net exporter at the cash flow level but faces challenges at the wealth and credit levels [20][22] Group 4: Regional Supply Issues - Jet fuel prices in Singapore have surged to over $230 a barrel, indicating immediate supply challenges in Asia [23] - The bombing of a refinery in the Gulf has removed 900,000 barrels per day from the market, exacerbating the situation for refined products [24]

Gone are the days of free trade in commodities. Barriers and hoarding are the features of today’s markets. https://t.co/MRxNTNSpnG ...

China’s state-backed iron ore buyer is proposing measures to curb hoarding of the steelmaking ingredient at ports, in a move that could dent the pricing power of foreign miners and traders https://t.co/TQFQD2Lho7 ...