Tag: Raw Materials

The New Global Supply Chain Crisis Paradigm

No indication that Israel’s war ends anytime soon and any impact on U.S. consumers will likely surface late spring or early summer of 2024.

War Drums as Prices Skyrocket for Used Tractors and Farmland – Part 2

The mainstream press is reporting that consumers have already resorted to dumpster-diving to save money on the high cost of food.

The Surge of “Little Green Men,” and Metal is Poised to Strike – Part XII

War is not won due to misplaced moral supremacy or numbers, but geography, strategy, and logistics with strong supply lines solidify victory.

Potential Supply Shortage of Neon Gas for Microchip Manufacturing

Welcome to the world of semiconductor-grade neon gas that’s semi-dependent on Russia and Ukraine during a global supply chain crisis.

Accumulation Phase in the Commodity Bull Market

Capital is looking for somewhere to hide as demand, dislocations, and “structural deficits” in real asset markets offer a safe haven from geopolitical chaos.