The UN predicts global population will peak sometime in 2080s around 10 billion people. Companies, countries (think global social security schemes) and the commodities sector predicates forecasts on these assumptions. Yet, there is a growing body of evidence that these assumptions are far too optimistic and that not only will global population peak earlier but will subsequently decline much more rapidly. Already much of the West and Asia is in decline and replacement rates of falling at an accelerated pace. Is this a long-range risk no board rooms are talking about? Our guest is analyst, futurist and swine consultant Todd Thurman who has become a global authority on the subject on how it will impact the commodities world.
The HC Commodities Podcast