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 are the implications of long-run structural commodity deflation for companies like Agrium and Potash?

How does the Federal Reserve's decision-making impact the oil market according to the discussion?

Discuss the potential future of oil demand in relation to technological advancements.

What strategies might OPEC members consider in response to fluctuating oil prices?

What challenges does Saudi Arabia face in balancing oil production and market share?