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Alexander Stahel, Founder / CIO at Commodity Private Equity Fund, highlights concerns about the ongoing reliance on borrowed commodity supply.
Stahel references commentary by Russell Hardy, CEO of Vitol Group, who stated at the FT Commodities Global Summit that the practice of borrowing supply cannot be sustained forever and warned of potential recessionary consequences if demand continues to be rationed.
Stahel has previously flagged market complacency around potential disruptions in Strait transit risks. He has also identified Citadel’s technology leadership in oil markets, noting its edge over firms like Vitol. These earlier comments further outline his concerns surrounding commodity market stability.