WHAT WE DO

The Global Economy

  • Global Debt with world broad money supply rising by around $270 trillion more than the value of Global GDP since 2015.
  • High Inflation will only correct on a temporary basis because of the above, increasing energy and food prices and the de facto war between NATO and Russia growing into an actual war which could then bring in China.
  • These developments will lead to a depression starting in or around 2025

China

  • The country’s growth has been driven to a large extent by property, exports and consumption
  • The property market has begun a long-term decline for demographic and falling marriage reasons
  • Exports will become more difficult to Western Alliance countries due to tensions rising if not conflict so will focus on many countries in the Belt and Road Initiative, more specifically to BRICS+ member countries
  • Future growth will be based on the approx. 860 million whose average disposable income is lower than the national average.

Copper

  • China accounts for over 50% of global copper production and consumption so what happens within the country has worldwide implications
  • The industry’s fundamental problem is that mine grades as well as the copper content of concentrates are falling.
  • Once the world comes out of depression, there won’t be enough copper to meet demand with or without the consequences of climate change on Renewables and Electric Vehicles.
  • Prices risk rising sharply which always result in substitution in all its forms reducing the demand for copper.

No products in the cart.

X