Not enough attention is being paid to deadlock in EU over July recovery package. Come Nov if the US elections go wrong way, we could have neither the EU nor the US with coherent stimulus policies in place. It would be down to EU national Govs and CB.
ft.com/content/613cae… https://t.co/JF22n0Dgfp
If underinvestment is one of the factors constricting supply of commodities/energy right now. The price collapse of 2014 is by
June 26, 2022
If underinvestment is one of the factors constricting supply of commodities/energy right now. The price collapse of 2014 is by far the most plausible explanation.