SUMMER REPEAT The Hidden Demographic Problem for Commodities with Todd Thurman

SUMMER REPEAT The Hidden Demographic Problem for Commodities with Todd Thurman

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.

We also have an upcoming HC Commodities Live Event in Houston on September 19th. To RSVP (for free) please click here:

https://www.eventcreate.com/e/hc-commodities-podcast-houston

Jaksot(322)

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8 Huhti 202551min

China and Oil with Tom Reed

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Today we are focused on China and its oil market. How has their oil sector developed over the last 50 years? Who are the teapot refiners? And how is the market now structured in the wake of COVID, san...

1 Huhti 202557min

Notes from The FT Commodities Global Summit 2025: Uncertainty, Security and Opportunity

Notes from The FT Commodities Global Summit 2025: Uncertainty, Security and Opportunity

Once again, we attended (Www.hcgroup.global) the Financial Times Commodities Global Summit in Lausanne. Leaders in the commodities sector gather for this excellent event to share their views on the st...

30 Maalis 202518min

Powering the Data Center Arms Race with Adam Mirick

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Today we're talking about data centers and the global arms race to develop them. What is driving that demand? What are the demands of the AI sector and how is technology changing to meet it? And what ...

26 Maalis 202553min

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