Commodities. Supply/demand projections:
- Uranium (Sept 2024). Justin Huhn shows an updated Uranium supply model (at 16:08). From Cantor, he thinks demand here is a little optimistic. Does not know if they include SMRs. Probably derived from WNA's report, this looks like their upper demand scenario. Theres a supply response from new greenfield mines in 2029. Justin's own modelling shows at this point in time supply may meet demand, but only for 2 years.
- Anas Alhajii's views on LNG (Aug 2024): Contrary to the market, he is bullish, thinks producers will reign-in production (eg: rolling maintenance) if prices drop.
- Brendon Beylo's Tin Primer (Dec 2023). The "Future Tin Projects" table is interesting.
ChinaTalk (Oct 2024) : JD Vance on the Economy: He's following Michael Pettis' ideas. Why should the dollar be a reserve currency? The Federal Reserve could impose a tax on any foreign purchase of US assets, with the rate adjustable to balance financial inflows and outflows. Or they could buy foreign assets (like Singapore/Switzerland). Reducing USD's reserve status (a falling USD) would help the re-industrialisation of the US, but the cant predict the first and second order global effects.
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