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Some thoughts on the current markets below. There are once in a generation (or even once in a lifetime) opportunities right now.
1. There was not enough "stuff" today before Ukraine and Russian sanctions with most commodities in major deficits
2. There is even less "stuff" in the future due to a decade of underinvestment in new capacity and exploration and a demand shock from the Green Energy Revolution
2. There is even less "stuff" in the future due to a decade of underinvestment in new capacity and exploration and a demand shock from the Green Energy Revolution
3. Russia is an autarky - they are self sufficient in energy, metals and food - and a major producer and exporter of many critical commodities
4. Russia is now and will be for years to come a pariah state - doing business there or trading with them will cripple your business
4. Russia is now and will be for years to come a pariah state - doing business there or trading with them will cripple your business
