jarring lines abound
"The flexibility Carter asked America to build through sacrifice, China built through investment — and is exercising now."
"The United States is cashing out its insurance policy in order to maintain the illusion of abundance."
Ted Mann
Not saying this is gonna happen but there is definitely a growing chorus of analysts who are like "if the Strait doesn't reopen by fall it's the mid 1970s all over again"
www.carlyle.com/carlyle-comp...
Jeff Currie suggests that markets are mistaking temporary relief from Chinese demand flexibility and strategic inventory drawdowns for a lasting improvement in global energy supply, which is underpric...www.carlyle.com
