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Got Your Vitamins?

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by Capitalist Exploits
Saturday, Mar 26, 2022 - 16:00

Second order effects of this incredible and rapid de-globalisation taking place. Did you know (I didn’t) that China and the EU are about 60/40 for global market share of vitamin E production?

Vitamin E Oil Capsules

Take a look at this breakdown:

EU has 65% of A, and CN/EU/IN split B3 about equally.

China is dominant in:

  • 100% for B7, B12, and B9
  • 93% for D3
  • 90% for B1 and B6
  • 85% for C
  • 80% for B5
  • 65% for K
  • 50% for B2

The reason I found this and what makes it important is because BASF just mentioned they may have to shut their German plant because — deep breath — electricity.

If you’re not aware, BASF is a German multinational chemical company and the largest chemical producer in the world. They produce animal feedstock (food shortages anyone) and vitamins.


How Our Fund Is Frontrunning The Economic Madness In 2022 And Beyond

  • Copper - Copper prices have to rise to address a huge supply deficit looming on the horizon.
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  • US Dollar - We’re bearish all paper currencies, but believe that the USD will outperform all others.
  • Base Metals - Clean energy targets require more battery metals than existing global supply.
  • Off Shore Oil & Gas - Offshore oil investment has been smashed, yet consumption continues to grow.
  • Rare Earth Metals - A play on geopolitics and a cycle that should see a repricing of these commodities.
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  • Gold - Gold sees the perfect storm; the turn of a cycle, supply issues, and lack of faith in sovereign currency.
  • Coal - Modern society is dependent on coal, with supply continually growing. Is there a more hated investment?
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