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Strategies & Market Trends : The Financial Collapse of 2001 Unwinding -- Ignore unavailable to you. Want to Upgrade?

To: Horgad who wrote (6529)	9/30/2020 11:15:21 AM
From: elmatador	Respond to of 13803

I am trying to to get the scale of this whole transformation. Looking into the delta oil&gas and minerals' size help us grab the scale of the whole thing. Look to Uranium at $4bn !

To: Horgad who wrote (6529)	10/1/2020 4:29:18 AM
From: elmatador	Read Replies (1) \| Respond to of 13803

Talking about access to Lithium to power EV manufacturing, we need to note that automobile boom brings a supply chain issue. In the first boom a century ago it was natural rubber. Henry Ford create Fordlândia to guarantee supply of natural rubber. (Fordland) was established by American industrialist Henry Ford in the Amazon Rainforest in 1928 as a prefabricated industrial town intended to be inhabited by 10,000 people to secure a source of cultivated rubber for the automobile manufacturing operations of the Ford Motor Company in the United States. https://en.wikipedia.org/wiki/Fordl%C3%A2ndia

To: Horgad who wrote (6529)	10/1/2020 4:30:44 AM
From: elmatador	4 Recommendations Recommended By E_K_S Horgad kidl pak73 Respond to of 13803

The size of the market for all commodities The DJCI is an equally weighted index where step one is to liquidity weight each commodity by a 5 year average of total dollar value traded. The S&P GSCI is a world production weighted index where the goal is to reflect the relative significance of each of the constituent commodities to the world economy, while preserving the tradability of the index by limiting eligible contracts to those with adequate liquidity. indexologyblog.com

To: Horgad who wrote (6529)	10/10/2020 1:22:10 AM
From: elmatador	1 Recommendation Recommended By pak73 Respond to of 13803

It’s Past Time to Bring Critical Supply Chains Home From China Remarkably, in our current extremely partisan climate, bipartisan support is coalescing around checking China’s predatory practices and ensuring additional American industries aren’t allowed to slip away. It’s a promising start but winning the race for the critical industries of tomorrow and reshoring critical supply chains is going to take forceful, committed policy. Whether or not the U.S. is up for it remains to be seen. By John Adams October 07, 2020 China’s entrance into the World Trade Organization nearly two decades ago was supposed to transform China. Instead, it has transformed the U.S. – for the worse. If the belief was that China would come to liberalize as it integrated into the global economy, that aspirational thinking has now been proven a dangerous illusion. China has indeed changed, emerging as an industrial goliath and strategic rival, but as clearly committed to totalitarianism and to playing outside the economic rules as ever before. China’s central planners have exploited America’s laissez faire attitude and employed the full power of the state to dominate key industries, trading profit again and again for market share. China has become the world’s workshop and has aspirations for much, much more – in its own conception, global economic dominance. Instead of checking China’s strategic industrial march, U.S. policy has often actually encouraged Chinese economic might as a necessary dimension of globalization and economic efficiency. The accompanying damage to America’s industrial base and the middle-class jobs it supports has been horrific. The parallel supply chain vulnerabilities that have emerged are equally troubling. Despite the manifest tragedies of the pandemic, the consequent supply chain shock has served as a much-needed wakeup call: American overreliance on China and Chinese-controlled supply chains has become a five-alarm fire. Remarkably, in our current extremely partisan climate, bipartisan support is coalescing around checking China’s predatory practices and ensuring additional American industries aren’t allowed to slip away. It’s a promising start but winning the race for the critical industries of tomorrow and reshoring critical supply chains is going to take forceful, committed policy. Whether or not the U.S. is up for it remains to be seen. China’s dominance of mineral supply chains, essential to nearly every facet of the digital economy, our national defense and the clean energy revolution, underscores the severity and scale of the problem.