The return of inflation is announced but not yet tangible. The rise in raw material prices, especially for metals, could be a fuel.
A comparative analysis of rhodium, gold and Bitcoin markets reveals radical differences. That of the famous crypto currency is more the result of technophile investors betting on the conquest of space.
The Covid-19 pandemic has weighed on the international pork market, already affected for decades by the recurrence of African swine flue, a variant of which was discovered in early February in China, a country which alone concentrates 50% of the world market for animals.
In La Tribune 02/01/2021 The pandemic increased imbalance between supply and demand for diamonds around the world. This is expected to lead to higher prices this year and in 2022. It could also be supported by improved marketing of natural diamonds in the face of the alternative represented by cultured diamonds.
China imposed a de facto embargo on its Australian imports of coking and thermal coal against the backdrop of a trade war between the two countries. This has now been lifted without justification.
the year of the pandemic was marked by a global industrial event: the surge in sales of electric cars. Thanks to technical advances in batteries, and if the development of nuclear energy is on the agenda, the trend is expected to increase in the coming years.
The fact is that for the past two years these same elements created by the pro-oil have been propagated by the anti-electric car in a strong media offensive
The electric car is nowadays criticized for polluting more than the conventional model because of the use of non-recyclable metals in its batteries. This assertion is not only without serious physical and economic grounds, but above all has the consequence of penalizing European manufacturers.
In Le Monde 01/11/2020 In times of crisis, gold remains a safe haven whose price rises, stimulated by the fall in interest rates.
In La Tribune 21/10/2020 Despite a year 2020 marked by the Covid-19 pandemic that has weakened all countries in the world, China wants to continue to move in the direction of decarbonation of its own economy.
The Caledonian territory remains very dependent on the exploitation of nickel, which accounts for nearly 90% of the island’s exports and represents one job in five. After a victory of the NO with a little more than 53% of the votes, the post-referendum and the progression of the YES complicate the vision of the future of nickel exploitation in the region.
It would consist in not relocating, reopening the refining plant, maintaining margins in Noumea, then exporting finished products to European companies that consume nickel, notably the battery manufacturers grouped together in the European Union’s project, “the Airbus of batteries”.
Without resources, with a fragile diplomacy because also de-globalized, but without a desire for energy sovereignty, Europe and Germany will find themselves in a difficult gas position.
All this illustrates that it is not a list of strategic materials that we need in Europe, it should remain secret; who has ever seen the Chinese Strategic Reserves Bureau publishing a monthly inventory of the materials it secretly holds?
Since antiquity, countries or cities have developed strategies of power and influence in the possession of raw materials. This is the condition for a strong economy and power in international competition.