Home Les bulletins GEAB GEAB 147 Investments, trends and recommendations (Sept 2020)

GEAB 147

The monthly bulletin of LEAP (European Laboratory of Political Anticipation) - 15 Sep 2020

Investments, trends and recommendations (Sept 2020)

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 are beginning to detach from the delivery of the actual physical commodity, and rely increasingly on cash payments, the system is clearly failing. We anticipate that an increase in volatility and trade tensions ‘post-covid’ will fracture this market further and usher in an era of more regionally based pricing systems, physical exchanges and bilateral trade deals.

There will be a whole article on this anticipation next month.

Comments

To leave a comment sign up now
In summary

The coronavirus crisis is moving the world into the future. This is true on absolutely all fronts and it has become considerably more complicated to observe the immense societal change. [...]

Europe’s largest refugee camp, Moria on Lesbos, has burned to the ground. 12 000 people have lost the closest thing they had to a home and Europe’s politicians are issuing [...]

Our last article on the American election dates from four months ago (‘US Election 2020 – A New America takes over’ - GEAB, 15 May 2020). Among the many arguments [...]

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 [...]

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 [...]

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 [...]

Related articles
Geta Grama-Moldovan
15 Nov 2020

Investments, trends and recommendations (Nov 2020)

#China #energy #finance #investments

Material wealth: give nothing away Tomorrow's world will be digital, that's for sure. But not before it has been regulated, organised and controlled. As things stand today, there are too [...]

Geta Grama-Moldovan
15 Nov 2020

Mid-November: International Summits Congestion

#crisis #europe #investments #macroeconomy

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 [...]

Geta Grama-Moldovan
15 Nov 2020

Financial Markets in Turmoil, Endemic Violence, Stabilisation Needed: What Will the Next Catastrophe Be?

#crisis #cyberworld #europe #finance #investments #migrations #terrorism #transatlantic

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 [...]