Turbulent Tides: Shipping & Inflation Risks From Drought And War | Nucleus Investment Insights

Written by Damien Klassen | January 5, 2024

This week, we look at the twin threats to global shipping: drought in Panama and Houthi rebels in the Red Sea. Both are disrupting shipping traffic and adding to the costs.Are we heading for another supply chain crisis?

Join us in this investment podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen delves into this topic.

Agenda:

Inflation risks rising?

Red Sea shipping

Panama drought

Capacity

Goods demand

System flexibility

Greedflation

Inventory cycle

Geopolitics

View the presentation slides

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