Thank you for your analysis, Dr. Hulsman. There are some leftover questions that you can answer. Egypt is horrified that the war will jeopardize their wheat supply. Brazil is worried about fertilizer imports. I do not believe that a drawn out war is to their benefit. Any solutions for them?
No, Efrem, not really; and you are thinking like a political risk analyst! The commodity effects of far more than just oil and gas are involved in the war. Wheat is another huge factor and, as you rightly say, countries like Egypt are desperately at risk. These less commented upon consequences will be with us for a while, as there is no sign the war will come to a quick end. Thanks as ever for your support and thoughtful question!
Dear Blake, thanks ever so much; we are working flat out to deliver this, and its music to our ears. It's a very close run thing, but I think Russia winning ugly plus the guerrilla war remains the most likely outcome, but there is no doubt they could run out of money an lose before this. Its a very close run thing. As it becomes clearer I promise as ever we will make a definitive call but at this point it could be either. Thanks for your steadfast support and keep listening!
Thank you for your analysis, Dr. Hulsman. There are some leftover questions that you can answer. Egypt is horrified that the war will jeopardize their wheat supply. Brazil is worried about fertilizer imports. I do not believe that a drawn out war is to their benefit. Any solutions for them?
No, Efrem, not really; and you are thinking like a political risk analyst! The commodity effects of far more than just oil and gas are involved in the war. Wheat is another huge factor and, as you rightly say, countries like Egypt are desperately at risk. These less commented upon consequences will be with us for a while, as there is no sign the war will come to a quick end. Thanks as ever for your support and thoughtful question!
John, thank you! Great content as usual. Are you placing any bets on which of the three outcomes you discussed is most likely?
Dear Blake, thanks ever so much; we are working flat out to deliver this, and its music to our ears. It's a very close run thing, but I think Russia winning ugly plus the guerrilla war remains the most likely outcome, but there is no doubt they could run out of money an lose before this. Its a very close run thing. As it becomes clearer I promise as ever we will make a definitive call but at this point it could be either. Thanks for your steadfast support and keep listening!