I’m not allowed to blog about the session I am currently in for reasons of commercial confidentiality (which raises a point about how we share information on risks on a practical day-to-day basis – which is what the presentation is about).
However – we had an awesome discussion in the break. According to people present we need to be aware of two things in the near and medium term (Alex has blogged on some of this before).
1) We face a food shock like that of the energy shock in the 1970s
2) The bio-fuels market is set to drop – big time. Lots of people are going to lose a lot of money.