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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 […]
This is not 1997
This is not 1997 Not that minimum wages are anything new. The USA introduced its Federal Minimum Wage as far back as 1938; although today each state sets its own rate. And the general consensus is that minimum wages help raise wages in general with little or no impact on employment as a whole. The broad […]
Commodities, Supply-Chains and Structural Changes in Demand
COMMODITIES, SUPPLY-CHAINS AND STRUCTURAL CHANGES IN DEMAND Talk of a new commodity super-cycle may be premature Once GDP growth returns to trend, commodity demand will moderate Fiscal and monetary relief are key to maintaining growth and demand Structural changes in energy demand will prove more persistent As the spectre of inflation begins to haunt economists, […]
Bone-Chilling WTF Charts of the Collapse in US Demand for Gasoline, Jet Fuel, and Diesel
Bone-Chilling WTF Charts of the Collapse in US Demand for Gasoline, Jet Fuel, and Diesel It started in mid-February for jet fuel and in mid-March for gasoline. Oil companies are reporting financial fiascos every day: Today Exxon reported its first quarterly loss since 1999 ($610 million), on a “market-related” $2.9 billion write-down. “We’ve never seen […]
China Suffers Economic Double-Whammy As Current Global Demand Collapse Follows Earlier Supply Crash
China Suffers Economic Double-Whammy As Current Global Demand Collapse Follows Earlier Supply Crash As the first quarter is about to close, many Chinese factories are still operating below full capacity, have been gradually ramping up production over the last several weeks as government data suggests the country’s pandemic curve has flattened. But as Bloomberg notes, there is a serious […]
Is an Increase in Demand Key for Economic Growth?
IS AN INCREASE IN DEMAND KEY FOR ECONOMIC GROWTH? Whenever the so-called economy shows signs of weakness most experts are of the view that what is required to prevent the economy sliding into recession is to boost the overall demand for goods and services. If the private sector fails to increase its demand then it […]
All US Homes Are Overvalued
All US Homes Are Overvalued Dorothea Lange Children and home of cotton workers at migratory camp in southern San Joaquin Valley, CA 1936 My long time pal Jesse Colombo, now at Real Investment Advice, recently linked on Twitter to a Zero Hedge article, which quoted CoreLogic as saying more than half of American homes are […]
The Oil Curse Comes to Washington
The Oil Curse Comes to Washington Prices rise and prices fall. So, too, they fall and rise. This is how the supply and demand sweet spot is continually discovered – and rediscovered. When supply exceeds demand for a good or service, prices fall. Conversely, when demand exceeds supply, prices rise. Producers use the information communicated […]
Forget Draghi, Crude Matters
Forget Draghi, Crude Matters Despite Mario Draghi’s supposedly misinterpreted comments earlier this week, there are global indications that the best of this round has already been reached. Policymakers are always going to claim things are improving, that much is given. But there is tremendous difference between that and what has occurred, especially if it is […]
Go Long Chain Makers
Go Long Chain Makers Leonardo da Vinci Head of a Woman 1470s This is turning into a very rewarding series, it opens up vistas I could never have dreamed of. First, in “Not Nearly Enough Growth To Keep Growing”, I posited that peak wealth for the west, and America in particular, was sometime in the early ’70s or […]
The Great Malaise Continues
The Great Malaise Continues NEW YORK – The year 2015 was a hard one all around. Brazil fell into recession. China’s economy experienced its first serious bumps after almost four decades of breakneck growth. The eurozone managed to avoid a meltdown over Greece, but its near-stagnation has continued, contributing to what surely will be viewed […]
Carnage in US Natural Gas as Price Falls off the Chart
Carnage in US Natural Gas as Price Falls off the Chart All eyes are on Chesapeake. The price of natural gas in the US has gotten completely destroyed. The process started in July 2008, at over $13 per million Btu and continues through today, at $1.77 per million Btu. In between, natural gas traded at […]
Perfect storm heads for fossil fuel assets
Perfect storm heads for fossil fuel assets A natural gas refinery next to a cemetery in New Mexico, US. Image: Christina Xu via Flickr Coal, oil and gas sectors warned that trillions of dollars of assets could be stranded if a global agreement on limiting climate change is reached at the UN summit in Paris. LONDON, 25 November, […]
A Hard Look at a Soft Global Economy
A Hard Look at a Soft Global Economy MILAN – The global economy is settling into a slow-growth rut, steered there by policymakers’ inability or unwillingness to address major impediments at a global level. Indeed, even the current anemic pace of growth is probably unsustainable. The question is whether an honest assessment of the impediments […]
