Category: Magazine
In the week we publish GEAB there are some very big events that we have to bring to your attention: 12-16 November: ASEAN summit / Vietnam. The debates focus on the immense risks that US-Chinese tensions pose to the region. 13 November: G20 / Saudi Arabia. The indebted countries of the G20 agree to lift […]
The Amazon is at risk of dying. We have known that for decades, but recent studies and political events have shown that the demise of the Amazonian rainforest is much quicker than previously thought. Paradoxically, the sector that most threatens the survival of the Amazon rainforest – agriculture – is also the one that will […]
Even though the world is still counting its Covid deaths and assessing the consequences of this crisis onto its financial markets, economy and society, perhaps it is already time to wonder whether a second rogue wave is not already forming on the horizon, ready to sweep away the old Western socio-economic model next year. Contrary […]
With this article, the LEAP team opens up to a still little-known dimension of the 21st century: the cyber-world, where a society is developing, interacting and operating outside of any legal framework, with very real impacts on our lives. Just as opening up to digital currencies has led us to exciting anticipations about the paths […]
As the media heralds the Democrat candidate’s victory in the US presidential election, Europe is going through another of the great hallucinations that we described last month in the GEAB: “Under Biden, America is back and the world is saved!” And the good news is piling up, starting with the discovery of a miracle vaccine by […]
Recommendations: Treasure hunt This issue is packed with investment recommendations. Car sector, raw materials, technology stocks… we suggest you read it carefully then go on a treasure hunt! Samsung: Temporary mistrust The current economic and strategic rapprochement between the Chinese and South Korean leaders[1] makes us fear American reprisals. One can imagine that it will […]
For the last 20 years, the international prices of many commodities have been set within a framework of globally recognised futures and spot contracts. Today, as many contracts detach from the delivery of the underlying physical commodity, volatility is surging on the back of QE and a host of new retail speculators have entered the […]
In a period of uncertainty and with the morose predictions that have constantly plagued it over the last ten years, the European car industry has undoubtedly taken advantage of the covid crisis to take a more wholesome route. In spite of a severe indictment, what with the saturation of urban spaces, environmental problems, unacceptable dangers […]
The United Kingdom has not been in the EU since January 2020. As a result, it has been cut off from access to the European GPS system, Galileo, which it had previously been a major contributor both in terms of science and money. Since 31 December, the British army no longer has access to the […]
Everyone knows that democracy in general is sick. Nevertheless, the West continues to base the legitimacy of its world ‘leadership’ on this supposed civilisational superiority. In the 1990s, the wars fought in the Middle East in the name of ‘democracy’ stirred hatred towards this fine principle,[1] contributing to a decline in its attractiveness. But the […]
Remember! Back in 2017 we anticipated that Saudi Arabia would soon be selling its oil in yuan? This was a highly provocative hypothesis at the time, since the country was then one of the two pillars of the petrodollar system.[1] Two years later, it became clear that export flows of Saudi oil were making a […]
Back to reality all round. And if there is one area that has been seized by acute “virtualisation” in the last decade, it is technology companies. They have found themselves at the heart of a collective fantasy of the transmuting human being into bits and digits. Without calling into question the strong trend to digitalise […]
For 12 years, the West has been struggling to understand the message of the 2008 crisis: “You are no longer the only ones on the planet!” The dollar, international organisations dominated by the West, Western-centric financial markets, trade flows focused on Europe and the US,… the fantastic global trade network set up during the first […]
Commodity markets’ upcoming revolution Growing trade conflicts and de-globalisation within the commodity markets will trigger a rewrite of many COMEX pricing contracts and a resurgence in regional exchanges by 2025. For the last 20 years, the international pricing of key commodities has been driven by the growing market in futures contracts. Today, as many prices […]
The world is undergoing one of the greatest transformations in history, directly linked to a global crisis making the future ever more uncertain. Whether it be governance, geopolitics, economic, social issues or new technologies, the GEAB tries to shed light on the future using a method that has stood up to scrutiny: political anticipation. For […]
The Covid-19 pandemic has considerably ramped up the fear in the agro-food sector of an epizootic/epiphytic pandemic on strategic foodstuffs (pork, rice, flour, etc.). The conditions that favour human, vegetable or animal-related pandemic are actually the same, namely overpopulation and interconnectivity. We anticipate that the scheduled modernisation of agriculture will be considerably accelerated as a […]
The arrival of private satellite launchers – inaugurated by SpaceX – is a major game-changer, opening the way for space privatisation. If we combine this trend with the older one of a multi-polarisation (since the arrival of China, India, Brazil, etc.) of the skies, as well as the diversification of the uses of space (observation, […]
Our last article on the American election dates from four months ago (‘US Election 2020 – A New America takes over’ – GEAB, 15 May 2020).[1] Among the many arguments suggesting a significant risk of process derailment, we identified concerns about the management of the election; we believed that the change in voting access was […]