Home Investments, trends and recommendations (Oct)

GEAB 188

The monthly bulletin of LEAP (European Laboratory of Political Anticipation) - 15 Oct 2024

Investments, trends and recommendations (Oct)

Lithium concentration continues

Last week, Rio Tinto, an Anglo-Australian major in the lithium sector, confirmed the purchase of Arcadium Lithium[1], which owns the main lithium mine in Argentina, one of the countries in the world with the largest possible reserves. Lithium is essential for the production of electronic and IT equipment, making it one of the most strategic resources in today’s economy. The trend towards market concentration is therefore continuing, and looks set to continue, given the investment plans announced by Rio Tinto (remember, Chinalco is also a shareholder). Keep an eye on the market if you want to invest in this sector of the future.

Google and antitrust proceedings: Don’t bury Goliath just yet

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Contents

This issue reminds everyone (readers and writers alike) of the extent of the statistical fog currently defining our times. In choosing demography this month, you may say that we focused [...]

Population decline threatens to become collapse. Whatever happens, it will lead to some form of economic decline. Our economic models, based on infinite growth, need to be reinvented. Degrowth is [...]

Changes in the attractiveness of different regions and in their attitudes to accepting foreign populations will naturally lead to a reorganisation of migratory flows. In this major rebalancing, the EU [...]

The birth rate has always been very high in religious, traditionalist and conservative communities. To anticipate what our future generations will be dreaming of, it is vital to ask which [...]

In 2048, Israel, far from celebrating its centenary, may no longer exist in its current form. The challenge does not come from its external enemies, but from demographic challenges, internal [...]

Last month our team published its calendar of future global geopolitical events up to January 2025. The calendar was so full that we were unable to mention the economic, monetary [...]

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