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Our “first quarter” Broyhill Letter is embedded below. We promise to be more prompt with our second quarter letter, which is right around the corner.
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It's interesting that this report mentions that water is going to limit China's growth. Out of all the resources that are necessary, China has been unable to solve this problem, even as they have frantically swooped up other strategic resources. Given that Fukushima radiation could continue to pollute the Pacific and the South China Sea for many years, even desalinization may be out of the question. Rock; meet hard place.
Many places in the world are going to struggle with the fresh water issue. Much of my production is located in the Southeast (Georgia and Alabama). The southeast does not have the fresh water reserves to meet the demand for the current businesses, much less grow. Now things get interesting indeed. Desalination requires a huge energy input in order to meet demand. Laws of physics, meet modern economics. Guess who wins in the end. Well, I blog in ZH, so you know where I am placing my bets... ... all things physical (gold, silver, arable land, cisterns etc.). Can not wait to get some more sharecroppers on my land. The ultimate in the "will work for food economy". Local farmer market already going ballistic. A lot of bartering happening everywhere, all out of the eye of the taxman.