Real Vision: Finance & Investing
#1031 - Will Inflation Send Commodities Higher? with Doomberg | Energy, Semiconductors & China
May 7, 2024
Doomberg, pseudonymous author of the Doomberg Substack newsletter, discusses the impact of recent inflation data on commodities, geopolitical tensions in the Middle East affecting energy markets, and China's ambitions in the semiconductor industry.
38:09
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Quick takeaways
- Geopolitical tensions impact energy markets, affecting oil pricing and supply dynamics.
- China's semiconductor industry dominance plans influence global technology landscape.
Deep dives
Global Market for Primary Energy
Examining whether the global market for primary energy is well supplied influences various viewpoints. Current assessments reveal coal's affordability in comparison to historical data, while a surplus of natural gas and coal is notable. Oil stands out due to a premium in its price, largely attributed to geopolitical risks impacting supply and demand dynamics, with oil serving as a proxy for assessing market risk.
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