5 year Market Outlook/Opinions Part Deux
#11
Revolution in China. Internal turmoil takes them off the world stage for at least a decade.
Ukraine recaptures all of their territory, joins NATO & EU. Massive rebuilding effort, on par with the Marshal Plan initiated.
Loss of Chinese supply chain causes severe shortages of basic consumer products & critical medical items such as saline. This hastens repatriation of manufacturing to the US/Canada/Mexico.
Severe labor shortage in the US, Canada and Mexico exacerbates supply chain issues. Repatriation of manufacturing has absorbed the entire remaining labor force.
Massive oil fields, with reserves greater than Venezuela, found underneath Ohio/Pennsylvania. Oil prices retreat 25% on the news.
Coup in Russia, followed by demographic collapse. The Russian Far East secedes.
Healthy market in "re-purposed" consumer goods arises due to supply chain issues. Joesph O.Donewt, becomes first "recycling billionaire" with his company "Broken Couch", which provides mass refurbishment & distribution of "previously owned" appliances and consumer goods.
Lockheed Martin revolutionizes the energy market when they introduce compact fusion power. Oil & related commodity markets enter a free fall, stabilizing just above cost of production.
Revolution in Iran, Saudi Arabia, UAE and other producing states as oil revenue vanishes.
Famine in Russia, Cuba and other former nations in the Russian orbit. US/NATO/EU intervenes to provide humanitarian aid.
Ukraine recaptures all of their territory, joins NATO & EU. Massive rebuilding effort, on par with the Marshal Plan initiated.
Loss of Chinese supply chain causes severe shortages of basic consumer products & critical medical items such as saline. This hastens repatriation of manufacturing to the US/Canada/Mexico.
Severe labor shortage in the US, Canada and Mexico exacerbates supply chain issues. Repatriation of manufacturing has absorbed the entire remaining labor force.
Massive oil fields, with reserves greater than Venezuela, found underneath Ohio/Pennsylvania. Oil prices retreat 25% on the news.
Coup in Russia, followed by demographic collapse. The Russian Far East secedes.
Healthy market in "re-purposed" consumer goods arises due to supply chain issues. Joesph O.Donewt, becomes first "recycling billionaire" with his company "Broken Couch", which provides mass refurbishment & distribution of "previously owned" appliances and consumer goods.
Lockheed Martin revolutionizes the energy market when they introduce compact fusion power. Oil & related commodity markets enter a free fall, stabilizing just above cost of production.
Revolution in Iran, Saudi Arabia, UAE and other producing states as oil revenue vanishes.
Famine in Russia, Cuba and other former nations in the Russian orbit. US/NATO/EU intervenes to provide humanitarian aid.
#12
#13
Revolution in China. Internal turmoil takes them off the world stage for at least a decade.
Ukraine recaptures all of their territory, joins NATO & EU. Massive rebuilding effort, on par with the Marshal Plan initiated.
Loss of Chinese supply chain causes severe shortages of basic consumer products & critical medical items such as saline. This hastens repatriation of manufacturing to the US/Canada/Mexico.
Severe labor shortage in the US, Canada and Mexico exacerbates supply chain issues. Repatriation of manufacturing has absorbed the entire remaining labor force.
Massive oil fields, with reserves greater than Venezuela, found underneath Ohio/Pennsylvania. Oil prices retreat 25% on the news.
Coup in Russia, followed by demographic collapse. The Russian Far East secedes.
Healthy market in "re-purposed" consumer goods arises due to supply chain issues. Joesph O.Donewt, becomes first "recycling billionaire" with his company "Broken Couch", which provides mass refurbishment & distribution of "previously owned" appliances and consumer goods.
Lockheed Martin revolutionizes the energy market when they introduce compact fusion power. Oil & related commodity markets enter a free fall, stabilizing just above cost of production.
Revolution in Iran, Saudi Arabia, UAE and other producing states as oil revenue vanishes.
Famine in Russia, Cuba and other former nations in the Russian orbit. US/NATO/EU intervenes to provide humanitarian aid.
Ukraine recaptures all of their territory, joins NATO & EU. Massive rebuilding effort, on par with the Marshal Plan initiated.
Loss of Chinese supply chain causes severe shortages of basic consumer products & critical medical items such as saline. This hastens repatriation of manufacturing to the US/Canada/Mexico.
Severe labor shortage in the US, Canada and Mexico exacerbates supply chain issues. Repatriation of manufacturing has absorbed the entire remaining labor force.
Massive oil fields, with reserves greater than Venezuela, found underneath Ohio/Pennsylvania. Oil prices retreat 25% on the news.
Coup in Russia, followed by demographic collapse. The Russian Far East secedes.
Healthy market in "re-purposed" consumer goods arises due to supply chain issues. Joesph O.Donewt, becomes first "recycling billionaire" with his company "Broken Couch", which provides mass refurbishment & distribution of "previously owned" appliances and consumer goods.
Lockheed Martin revolutionizes the energy market when they introduce compact fusion power. Oil & related commodity markets enter a free fall, stabilizing just above cost of production.
Revolution in Iran, Saudi Arabia, UAE and other producing states as oil revenue vanishes.
Famine in Russia, Cuba and other former nations in the Russian orbit. US/NATO/EU intervenes to provide humanitarian aid.
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#15
With fusion comes cheap fresh water generation. You can apply a lot of power to power intensive solutions like reverse osmosis or plain ole' flash distillation. Or maybe something cute comes down the pike like superconductive magnetic separation (pull the salt ions right out of the water).
I figured this was a thread for random speculation, so I randomly speculated. Just a collection of bits and pieces I picked up on the internet.
I would not want to be in the energy market when there is a technological turn. So much of the price is supported only by commodity speculation. Remove that, and it's a LONG way down. There will always be a need for base petroleum, like oils and lubricant as well as base stock for plastic synthesis, but remove the energy portion, and yea, they almost have to pay you to truck it away.
#17
#18
“ The empire, long divided, must unite; long united, must divide. Thus it has ever been”
(Tricky to bet on the timing though. That famous Chinese quote is at the very least a nod to the eternal nature of China. Pretty bullish on China for the rest of my lifetime myself)
(Tricky to bet on the timing though. That famous Chinese quote is at the very least a nod to the eternal nature of China. Pretty bullish on China for the rest of my lifetime myself)
#19
Gets Weekends Off
Joined APC: Aug 2020
Posts: 175
What about Putin deciding to nuke Ukraine? Seems like he’s setting the stage for this to happen and we’re all walking blindly into a very real chance of this escalating into WW3. I am having a hard time believing he’s bluffing, but then again, that’s what he could want.
#20
Gets Weekends Off
Joined APC: Dec 2017
Posts: 2,767
Low key turned high key banking/loan crisis in China. You can tell its bad because there was a slow trickle of dire news that created protests, and that ended with tanks in the streets. Now you dont here anything.
You can only push that button so many times.
You can only push that button so many times.
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