Published in Areas & Producers·PinnedMember-onlyGrain Markets & Natural Gas Production Explain Key Trends Going Into 2023Scenarios for global commodities have been disrupted in profound ways. Since Feburary 24, 2022, when Russia’s invasion was declared, sanctions on Russia have been an immediate response from the United States, European Union, and a few other countries, but it can’t be said to have been the response from the…Geopolitics12 min readGeopolitics12 min read
Published in Areas & Producers·PinnedMember-onlyThe Politicization of Copper, Nickel, Lithium & Iron-Ore Is Playing a Greater Role in Industrial Policies and Global Mining ProjectsThis story in an extension of what I recently wrote about The CEOs Leading in the Transition to Future Facing Commodities. The critical metals discussed here — copper, nickel, lithium, iron-ore — pertain to geopolitical trends which have resulted in a worldwide politicization effort, notably in two latest news stories…Geopolitics20 min readGeopolitics20 min read
Published in Areas & Producers·PinnedMember-onlyThe CEOs Leading in the Transition to Future Facing CommoditiesOn the new of Disney’s Bob Iger returning to the head of The Walt Disney Company I have decided to put together this content piece about CEO Transitions and the Future Facing Commodities. I introduce and explain the situations of three CEOs: Mike Henry of BHP Group; Ken Seitz of…CEO19 min readCEO19 min read
Published in Areas & Producers·PinnedMember-onlyFertilizer Diplomacy 2.0Does the newly proposed deal by the United Nations give hope for the success of the Grain Export Corridor (Black Sea Grain Deal) or is it just another act of Fertilizer Diplomacy for Russia? It was reported on 13 September 2022 that the United Nations (UN) is seeking to arrange…Geopolitics11 min readGeopolitics11 min read
1 day agoMember-onlyWhat Does the Late ’90s Rock Band Creed Have To Do With Wal-Mart & McDonald’s?The Weekend Brief (TWB) is inspired by the late ’90s rock band Creed. I suggest listening to their song With Arms Wide Open as you read TWB. You can also check out an interview with Creed’s lead singer Scott Stapp who discusses the song’s origins and writing process with The…Music1 min readMusic1 min read
Published in data-driven fiction·1 day agoMember-onlyWal-Mart and McDonald’s Pursue Digital TransformationThe real showdown between Wal-Mart and Amazon takes place in the markets for China and India. It has been concluded that the digital transformation has taken the retail consumer by storm in China and India, revealing shopping trends that would take innovation to a whole new level. For these reasons…Investing2 min readInvesting2 min read
1 day agoMember-onlyWhy Are Wal-Mart and McDonald’s Hot Investing Topics Right Now?Wal-Mart & McDonald’s have both been hot topics on CNBC in the first month of the new year. McDonald’s reported stronger earnings than Wall Street expectations for Q4 2022 and Wal-Mart announced it was raising its minimum wage payroll to $14/hour for in-store associates. First, let’s take a closer look…Investing2 min readInvesting2 min read
Published in Areas & Producers·1 day agoMember-onlyWal-Mart & McDonald’s With Arms Wide Open Toward New Markets of Tech, Accessibility and SustainabilityThe Weekend Brief (TWB) is inspired by the late ’90s rock band Creed. I suggest listening to their song With Arms Wide Open as you read TWB. …Investing8 min readInvesting8 min read
Published in Startup Stash·2 days agoMember-onlyUpdates On Global Commodities/TWB Coming Out Soon!There’s a lot happening across the board in global commodities right now — and they are all being affected by events on the geopolitical spectrum. I’ll share some updates about potash, lithium, copper and iron-ore. The BHP Jansen Potash Mine is a big deal for global fertilizer supplies. It was…Startup2 min readStartup2 min read
Published in Startup Stash·4 days agoMember-onlyGlencore & ExxonMobil Maximize Energy Production Investments in South America and Southeast AsiaThere were also two significant elections held in in Brazil and Columbia in 2022. Dr. Luisa Palacios, Senior Research Scholar at the Center on Global Energy Policy and former Chairwoman of Citgo Petroleum Corporation, pointed out how lifting sanctions on Venezuela’s oil production would have a bigger impact on emerging…Energy5 min readEnergy5 min read
