All systems run on some form of energy. It can take the form of electrical energy from nuclear power plants, hydroelectric generators in dams, natural gas plants, coal-fired plants, or renewable sources such as wind and solar.
By Jim Rickards,
Why does cost reduction weaken supply chains and lead to breakdowns? The answer is that cost reductions have hidden costs.
By Jim Rickards,
The breakdown in the global supply chain can be summarised in two words: efficiency and energy.
By Jim Rickards,
Jim Rickards’ Strategic Intelligence Australia is a monthly communique that connects private investors from around the world…as part of Jim Rickards’ global network. Jim Rickards is no ordinary financial newsletter writer…and Strategic Intelligence Australia is no ordinary financial newsletter.
By Jim Rickards,
This turn of events is a good lesson in the law of unintended consequences. Biden’s regulatory ‘solution’ only made things worse and spread out the problem.
By Jim Rickards,
Most people think the supply chain is just part of the global economy. That’s not entirely true. The supply chain is the global economy.
By Jim Rickards,
The supply chain difficulties will certainly grow worse. Even more troubling is the fact that the remedies will take years and sometimes decades to implement.
By Jim Rickards,
The global supply chains were created, and the cost savings were realised, but now the hidden costs are being revealed. Global supply chains are extremely vulnerable to even minor disruptions.
By Jim Rickards,
China’s significance in global commerce is due to its unique role as both the destination for natural resource inputs and the source of manufactured goods.
By Jim Rickards,
What’s at the root of the supply chain breakdown? That’s a critical question, but the answer is almost irrelevant. The supply chain is a complex, dynamic system of immense scale.
By Jim Rickards,
Investment ideas from the edge of the bell curve.
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