What is this?
We wanted to try something different with the report sent yesterday. Many don’t have time to read a whole report through in one sitting these days. PDFs are kind of hard on a phone sometimes.
This approach may make “interrupted” reading possible without losing place.
Broken down as follows:
Introduction, Investment Thesis, and Tightness Comment (3 pics)
Global Supply and Demand by Country (6 pics)
Green Economy Demand Projections ( 3 pics)
Investor Demand Subdued Thus Far ( 2 pics)
Commodity Price Projections and Weekly Changes (3 pics)
Enjoy and let us know if you want more done that way
-VBL