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Tag Archives: oil
Food shortages as the energy crisis grows and supply chains break?
Food shortages as the energy crisis grows and supply chains break? Preface. This is a long preface followed by two articles about how supply chains and complex tractors may be affected by energy shortages and consequent supply chain failures in the future.Which we’re already seeing as massive numbers of ships sit offshore waiting to be […]
Why liquefied coal (CTL) and natural gas (GTL) can’t replace oil
Why liquefied coal (CTL) and natural gas (GTL) can’t replace oil Preface. Here are just a few of the reasons why we aren’t likely to convert enough coal to diesel to matter as oil decines (see Chapter 11 Liquefied Coal: There Goes the Neighborhood, the Water, and the Air for more details on this in When Trucks […]
Russia-Ukraine War and the Changing Energy Landscape.
Russia-Ukraine War and the Changing Energy Landscape. The can of worms that is our global use of energy, has been levered open yet further by the escalating war in Ukraine. Prices of all types of energy had already been hiked dramatically as a result of a strong economic rebound post-covid, but with limited capacity to […]
What If It Breaks?
What If It Breaks? Making your entire economy a Landfill Economy dependent on the fantasy of infinite replacements and substitutions is the height of hubris and folly. Very few people ask: what if it breaks? It’s a question we can ask of a great many things: touchscreens, motherboards, tools, vehicles, supply chains and entire systems: what if it […]
All Hell Breaks Loose On Russian Oil Embargo Fears: Futures, Stocks Plunge As Oil Soars To $139, Gold Hits $2,000
All Hell Breaks Loose On Russian Oil Embargo Fears: Futures, Stocks Plunge As Oil Soars To $139, Gold Hits $2,000 All hell is breaking loose in the Sunday evening session where S&P equity futures and Asian markets tumbled, while havens such as sovereign bonds and gold soared amid fears of an inflation shock in the world economy as oil soared […]
“Energy Shortages Could Threaten Social Cohesion”: Germany Warns Against Ban On Energy Imports From Russia
“Energy Shortages Could Threaten Social Cohesion”: Germany Warns Against Ban On Energy Imports From Russia At a time when US officials are saying virtually every day that the US is in “active discussions” to ban Russian oil imports, Germany’s economy minister said that while he regrets the country is still dependent on imports from Moscow, […]
Two Oil Price Scenarios: One Bad, And One Catastrophic
Two Oil Price Scenarios: One Bad, And One Catastrophic Another day, another record discount for Russian Urals crude, which was offered at a price more than $22 below spot by oil trader Trafigura and still could find no giant… … confirmed what we previously observed, namely that the commodity world is splitting in two: a bidless market for Russian […]
“The Market Is Starting To Fail”: Buyers Balk At Russian Oil Purchases Despite Record Discounts, Sanction Carve Outs
“The Market Is Starting To Fail”: Buyers Balk At Russian Oil Purchases Despite Record Discounts, Sanction Carve Outs While in their unprecedented broadside of sanctions on Russia, the U.S. and Western allies went out of their way to spare Russian energy shipments and keep economies humming and voters warm, the oil market has gone on […]
Could The World Really Run Out Of Oil?
Could The World Really Run Out Of Oil? Stop staring at your gains from the energy stocks for a second here. Take a seat in a nice quiet place and ask yourself this one really simple question: if oil demand continues to grow at ~1 million b/d for the next 8-10 years, where is the […]
Inflation – Cassandra Speaks
Inflation – Cassandra Speaks Inflation should be front and centre for markets – give or take Ukraine, Oil, etc. How real is it, and just how bad could the consequences be? Not talking about it is one way to ensure it hurts. “The way to crush the bourgeoise is to grind them between the millstones […]
Falling oil inventories is what matters, not geopolitics: Eric Nuttall
Falling oil inventories is what matters, not geopolitics: Eric Nuttall Video: https://www.bnnbloomberg.ca/video/falling-oil-inventories-is-what-matters-not-geopolitics-eric-nuttall~2382581?fbclid=IwAR35n9dgxwTWlZkX2bEYyy72SOGJR0eQM3MkFzRENmj9S8oDz0xkI9XfP8o Oil prices are retreating as tensions between Russia and Ukraine ease and investors grow more concerned about an Iran nuclear deal, so what does it all mean for the oil market long-term? Eric Nuttall, partner and senior portfolio manager of Ninepoint Partners, joins […]
Oil Spikes To Fresh 7-Year High After Key Iraq-Turkey Pipeline Explosion
Oil Spikes To Fresh 7-Year High After Key Iraq-Turkey Pipeline Explosion Despite dollar strength today (and more worrisome ZeroCOVID actions from China), oil prices continued to rise but news after-hours that an explosion knocked out a major pipeline sparked more upside. Little is known about the cause, but the explosion at a pipeline connecting Northern […]
Oil Is The Wrecking Ball That We All Deserve…
Oil Is The Wrecking Ball That We All Deserve… I’ve been pretty clear on why oil is going higher. If you want a refresher, click here. I’ve also been clear that when oil overshoots, it’s going to create the next Lehman moment. Oil is the wrecking ball that will crush every CUSIP, because the Fed will eventually […]
Can’t live with them, can’t live without them: The age of fossil-fuel abundance is dead
Can’t live with them, can’t live without them: The age of fossil-fuel abundance is dead Dwindling investment in oil, gas and coal mean high prices are here to stay For much of the past half-decade, the operative word in the energy sector was “abundance”. An industry that had long sought to ration the production of fossil […]
