Cohen: Commodities Face Future of 'Stranded Resource'

The video features Michael Cohen discussing the merger of Agrium and Potash, highlighting the challenges of commodity deflation and the future demand for oil. It explores the influence of OPEC and the Federal Reserve on oil prices and the economy. The discussion also covers the strategic dilemmas faced by Saudi Arabia and other OPEC members in balancing market share and economic stability amid fluctuating oil prices.

What is a potential challenge for commodities like potash and Agrium in the long run?

• Stranded resources due to efficiency

• Increasing demand

• Rising prices

• Lack of mergers

Which factor is more likely to influence oil consumption in the near term?

• Emerging market policies

• Technological advancements

• Federal Reserve's rate hike

• OPEC's decisions

What is a possible consequence of a Federal Reserve rate hike?

• Increased commodity demand

• Strengthened dollar

• Stronger oil prices

• Weaker dollar

What dilemma does Saudi Arabia face regarding oil production?

• Maintaining reserves vs. increasing production

• Balancing short-term gains vs. long-term demand

• Raising prices vs. losing market share

• Increasing market share vs. reducing demand

What could be a risk for Saudi Arabia if oil prices remain too low?

• Increased market share

• Increased demand for oil

• Higher fiscal reserves

• Reduced economic strength