Mark Latham Commodity Equity Intelligence Service

Saturday 8th August 2015
Background Stories on www.commodityintelligence.com

News and Views:

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    Macro

    London Property vs Global Growth

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    EU on Recycling

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    The Elephant in the room


    Image titleWe know 'resourceworld' is entering crisis, but 'internetworld' just keeps going.
    Image titleOnly 4% of US readers use paper. This is just apocalyptic it it is any measure of future resource demand.
    Image titleSmartphones are ubiquitous and increasingly the main access point between the consumer and the economy. That means that over time more and more stuff is going to be bought/consumed via a smartphone. We cannot blithely assume that patterns of consumption of raw materials will remain unchanged with this transition.
    Image titleThis is the new economy, its 'on demand' and available 24/7. Its where the growth is to be found right now. As a general observation this raises the utilisation rate of formerly dormant capital stock (cars/housing/hotels/'stuff'), and as a consequence lowers the rate of formation of new capital stock. Thats not good for capex in general. It's excellent for economic efficiency, but a disaster for resource intensity. 
    Image titleClose to a trillion dollars of 'stuff' now moving across internet platforms. That's still only ~5% of global GNP. What happens when the other 95% joins the party? 
    Image titleThere's not one quoted EU company in the top 20. It's striking. 

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    Disruptive technologies

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