6 Comments

I cant help but think, in the long term, isn't this all where we are heading towards, an actual relationship to,our resources? I mean isn't this the change that endures, not being able to mindlessly produce and waste?

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wow, i love that framing. i completely agree - and i truly hope that is the outcome. we have to care better for our world.

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i often wonder though why our search for truth, love and beauty has to be done through these endless cycles of greed and violence. Meanwhile, thankyou so much for your newsletter. it feels like such a grounded review of the financial markets, and written in a way that an idiot observer like myself can actually get a feel for whats going on.

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Great analysis Kyla. An ominous footnote: you indicate it would be good if oil producers stepped up because it is a war and kind of the right thing to do. I think a lot of people underestimate the frustration in the oil business, the common take that You guys are all dinosaurs with stranded assets and btw you are killing the planet. But now come save us, SHORT TERM, and then we will resume trying to wipe you off the map.

Oil Atlas may be Shrugging

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Great piece as always...shocking to read about Nickel...only to realise HKEX owns LME...

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There's only one alternative to win in this market: Frozen. concentrated. orange juice.

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