Discover and read the best of Twitter Threads about #precarityofsupply
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Commodity prices can still rise as economic growth & demand declines if there's not enough of *existing* basic supply. I think supply matters more than demand right now #precarityofsupply -->
Constrained power supply =constrained production of critical materials for which their remains strategic demand - ft.com/content/0906df…
Declining demand due to recessionary concerns won't change the weather to the betterment of basic supply of key commodities across materials, agriculture and energy - wsj.com/articles/droug…
