David Murrin
David Murrin
above few months next oil passed peak production
In the next few months we will see oil above $80, as it has passed the peak of the production cycle.
emerged longer
They (commodities) are more and more in vogue. This cycle....is 15 years away from the peak. We should no longer think of the world as emerged or emerging, we should think 'has it commodities or not'.
consumer last mostly peak since system technology
We are 15 years away from the peak ... The last (commodities cycle) peak was in 1975 ... Since then the system has mostly been consumer and technology driven.
countries emerged emerging terms thinking whether
We won't be thinking of countries in terms of emerging or emerged but whether they have commodities or not.