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Ep. 77: Velina Tchakarova on geopolitics, energy economics, and the Russian of Ukraine.

FUTURATI PODCAST

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Commodity Wars - The Tipping Point

i argue that russian president has indeed factored in the severe sanctions and has in fact prepared retaliation by being one of the most significant commodities exporters. This is a definitely tipping point where there will be no return, because it will actually lead to unanticipated second order events. And i argue that given te this war and py forcation, where china will side with russia, because otherwise it will even get more weaker due to decopling efforts on both sides. So they cannot stop these processes right now. The next very important tipping point will be the co existence of alternative supply and chance.

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