47 min listen
The Hidden Demographic Problem for Commodities with Todd Thurman
FromThe HC Insider Podcast: Conversations in Energy & Commodities
The Hidden Demographic Problem for Commodities with Todd Thurman
FromThe HC Insider Podcast: Conversations in Energy & Commodities
ratings:
Length:
47 minutes
Released:
Dec 27, 2023
Format:
Podcast episode
Description
The UN predicts global population will peak sometime in 2080s around 10 billion people. Companies, countries (think global social security schemes) and the commodities sector predicates forecasts on these assumptions. Yet, there is a growing body of evidence that these assumptions are far too optimistic and that not only will global population peak earlier but will subsequently decline much more rapidly. Already much of the West and Asia is in decline and replacement rates of falling at an accelerated pace. Is this a long-range risk no board rooms are talking about? Our guest is analyst, futurist and swine consultant Todd Thurman who has become a global authority on the subject on how it will impact the commodities world.
Released:
Dec 27, 2023
Format:
Podcast episode
Titles in the series (100)
Trump, Biden, and Global Commodities: Robert Johnston, MD of Energy, Climate and Resources, of the Eurasia Group, a global political risk consultancy, joins us to discuss the upcoming US election. by The HC Insider Podcast: Conversations in Energy & Commodities