Insight
Hold the line – 4 things that get harder at higher prices
Report summary
With Brent flirting with US$70/bbl this month, are the good times back again? Maybe. For sure, higher prices mean more cash flow. But its not all one-way travel. Price is not a panacea. There are perennial challenges. We discuss what these mean and how should they be mitigated. Spoiler-alert, every time you hear the phrase “commodity supercycle”, re-read this Insight, remember 2020, and hold the line”.
Table of contents
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Executive summary
- 1. Supply chain cost inflation is inevitable. Don’t make it worse.
- 2. Tightening fiscal terms: debt-laden governments won’t look a gift horse in the mouth
- 3. Portfolio restructuring could stall: volatility widens the bid-ask spread
- 4. Corporate resolve will be tested: fickle equity markets could pressure management teams
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