Stagflation and Supply Chain Disruption

Global economic recovery has resulted in increased demand for energy. On the other hand, drought struck several regions of China and reduced hydropower output.

KOMPAS/AGUS SUSANTO

Container loading and unloading activities at Tanjung Priok Port, North Jakarta, Thursday (23/9/2021). The supercommodity cycle or supercycle is expected to end in September 2022.

The historical record may appear broken. However, a new tread is sometimes created from a broken storyline. Like the moment of an ambush, it is often unexpected.

Vladimir Illich Ulyanov, better known by his pseudonym Lenin, once said: "There are decades where nothing happens, and there are weeks where decades happen.” Lenin was right, Russia was broken and the world changed.