观点大宗商品

How commodity markets are defying the new cold war
大宗商品市场如何对抗新冷战?

Rivalry between China and the US over energy and minerals has not broken the global economy into blocs
贝蒂:大宗商品市场会分裂为以美国为中心和以manbetx3.0 为中心的两大阵营吗?实际上,大宗商品出口国通常遵循一种务实的地缘manbetx20客户端下载 战略。

The idea that global trade is back to an era of great powers and geopolitics is now firmly entrenched in policymakers’ minds. Given the energy shock from the Ukraine war, the demand for critical minerals for the green transition and the fragility of agricultural production, there’s a specific fear that the world economy is being fragmented in a zero-sum battle for scarce raw materials and food.Now, it’s certainly possible to scare yourself thinking about the risks to global prosperity of a new cold war between rival blocs centred on Washington and Beijing. But past experience and present observation suggest strategic attempts to corner commodity markets are often countered by adaptable companies and pragmatic governments.

如今,有一种观点在政策制定者脑海中已经根深蒂固:manbetx app苹果 贸易正在回到由大国和地缘政治主导的时代。考虑到乌克兰战争带来的能源冲击、绿色转型对关键矿产的需求以及农业生产的脆弱性,人们尤其担心,世界manbetx20客户端下载 会在一场争夺稀缺原材料和食品的零和斗争中变得支离破碎。

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