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Shrinking Global Populations Poses An Existential Threat To Oil — Alex Kimani

Summary:
Not just oil. Everything, and that has vast economic implications. Climate change — think water shortage affecting agricultural production leading to mass migration — coupled with declining population rate will be game-changer. The first thing to be affected, however, is the standard of living. And that is not taking pandemic into account either. Not only is the population rate declining, but also a culling is underway. Those concerned at this point are mostly scientists, military and intel. At what point do markets discount these developments. OilpriceShrinking Global Populations Poses An Existential Threat To OilAlex KimaniThen there is this.The arms race is on.Global Times (Chinese state media)US triggers China’s urgency to strengthen nuclear deterrent: Global Times editorialAlso at

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Not just oil. Everything, and that has vast economic implications. Climate change — think water shortage affecting agricultural production leading to mass migration — coupled with declining population rate will be game-changer. The first thing to be affected, however, is the standard of living. And that is not taking pandemic into account either. Not only is the population rate declining, but also a culling is underway. Those concerned at this point are mostly scientists, military and intel. At what point do markets discount these developments. 

Then there is this.

The arms race is on.

Global Times (Chinese state media)
US triggers China’s urgency to strengthen nuclear deterrent: Global Times editorial

Also at China Daily
Chinese, Russian defense ministers vow solidarity
Mike Norman
Mike Norman is an economist and veteran trader whose career has spanned over 30 years on Wall Street. He is a former member and trader on the CME, NYMEX, COMEX and NYFE and he managed money for one of the largest hedge funds and ran a prop trading desk for Credit Suisse.

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