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No overly aggressive resource nationalization policies, conventional energy present, under-explored. Which are the main players?

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Disturbing article. The financialization of the real economy has gone overboard, that’s about the minimum conclusion one can draw. But there is much more to it..

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Interesting energy articles around the web..

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McKinsey is onto it..

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Big numbers not only coming out of Europe..

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High population growth in the Middle-East will limit oil for export..

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Asian companies may spend $150 billion on acquisitions in the next five years to secure energy resources for their faster- growing economies, according to Sanford C. Bernstein & Co. “They’re flush with cash and they’re short on energy,” We have a few ideas. Investment banks already hired..

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Yergin versus Hamilton..

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Little or no incentives exist to build spare capacity while demand will increase and fields decline, on average by more than 6% a year..

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Up and up..

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