Attention Economy


Wednesday, January 15, 2025

The Commodity Supercycle

The China commodities supercycle is over. Will there be another?

Has China already reached peak oil?
https://www.ft.com/content/341f0aaa-7173-454c-89fd-103287625d38
The country’s demand for crude seems to be plateauing sooner than expected. The implications are huge.