Category Archives: Scarce Resources

Hurricanes Irma and Harvey make drinking water a Scarce Resource

Hurricanes Irma and Harvey make drinking water a Scarce Resource

  As time continues to pass since Hurricane Harvey and Irma, we’re hearing more about more disruptions to electricity and water that will call for significant spending to rebuild utility infrastructure. We’ve seen price gouging for bottled water near Houston, and we suspect the same is occurring in parts of Florida as people look for […]

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Brexit has led to smaller candy and chip package sizes? What?

Brexit has led to smaller candy and chip package sizes? What?

We’ve seen this trick more than a few times by food and other consumer product companies – shrink the package size and keep prices unchanged. A shifty version of a price increase if you ask us. Why do these companies embark on such a move? Largely because costs are rising, perhaps to the Scare Resource […]

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Oil Creating a Bright Spot in the Energy Sector Market… For Now

Oil Creating a Bright Spot in the Energy Sector Market… For Now

One of the few bright spots when it comes to earnings picture is the energy sector, which his benefitting from higher oil prices and easier comparisons to lower earnings in Q1 2016. This has several thematic implications investors should be mindful of.

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China Demand and Supply Shortages Drive Olive Oil Prices to 8-year High

China Demand and Supply Shortages Drive Olive Oil Prices to 8-year High

Olive oil prices are on the move higher due to growing demand from China’s rising middle-class, but also due to weather-related crop shortages and the strength of the US dollar. That combination has sent olive oil prices soaring, with room for more to come. As we’ve seen in the beef industry, shortages can be followed […]

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Enjoy today’s food price deflation, continued population growth means it’s not going to last forever

Enjoy today’s food price deflation, continued population growth means it’s not going to last forever

We have long held that a growing global population paired with an expanding middle-class, primarily in the emerging markets, would drive incremental demand for resources such as food, energy, and water.  A new report from published in the Proceedings of the National Academy of Sciences calls for the population in Sub-Saharan African countries to grow by another […]

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Expect to Pay More for Your Halloween Candy This Year

Expect to Pay More for Your Halloween Candy This Year

  Supply and demand is always a key factor for commodities be they food, energy, metals or another kind. While oil supply-demand has been the big driver of commodity talk and companies from Kroger (KR) to Sprouts Farmers Market (SFM) are talking food deflation, all may not be well in the candy aisles this Halloween […]

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