Analysts from J.P. Morgan Global Research take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.
Episodes
Friday May 13, 2022
Friday May 13, 2022
Natasha Kaneva discusses the pivot point the global economy is at, necessitating a realignment in the US trade objective from free to "free but secure.” The new plurilateral trade order would realign commodities supply chains among like-minded countries (friend-shoring) to ensure the availability, affordability, security, and sustainability of natural resources. In addition to significantly higher costs of commodities production and supply chain redundancies, the management of strategic and commercial inventories will also have to change, replacing the just-in-time supply chain with just-in-case.
Speakers
Natasha Kaneva, Head of Global Oil and Commodities Research
This podcast was recorded on May 13, 2022.
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