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Olduvai III: Catacylsm
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Next Inflation Shock Comes From Resource Nationalism

Next Inflation Shock Comes From Resource Nationalism First there was supply-chain disruption brought on by the coronavirus, then war in Ukraine further rocked commodity markets. The next bout of inflation via raw material prices will be brought on by resource nationalism. While the cost pressures brought on by the difficulty in moving goods in a […]

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It’s Coming… Resource Nationalism

It’s Coming… Resource Nationalism Early 2012 Argentina’s oil industry was controlled by Repsol, the Spanish energy giant, through YPF, its local subsidiary. By the end of the year, this was no longer the case. By then President Cristina Fernandez Kirchner’s leftist government had nationalised the oil sector, stealing YPF with the stroke of a pen. […]

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Olduvai IV: Courage
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Olduvai II: Exodus
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