
We anticipate a paradigm shift towards a deglobalised world in the future. Envisaging a landscape where once-secure trade routes grapple with unprecedented disruptions, we foresee the conclusion of an era characterized by hyper-low shipping costs. This transformation is poised to unfold as regional conflicts intensify, with sovereign states vying for control and economic security through a complex interplay of diplomacy, coercion, and even force.
If climate change serves as our primary thematic concern, deglobalisation emerges as a compelling secondary theme. While we ardently believe in the promise of a cleaner and brighter future, we acknowledge that the journey towards this quasi utopia may be tumultuous. Our strategic vision anticipates a significant surge in the demand for oil in the face of diminishing supply as the global energy landscape undergoes a transformative shift.
As the current world order is disrupted by trade disputes and labour issues we anticipate the US will flex its muscle in an effort to maintain stability in far away regions in a vain effort to preserve access to the foreign markets that have fulled the US consumption machine. This will materialise in an increase in military spending that includes bolstering their navy.
