Natural gas prices will come back
The article is mainly about the situation in the US, where natural gas prices have fallen most and many of the new unconventional shale gas plays cannot produce profitably at […]
Inflation and commodities boom?
We wrote earlier that the only solution out of the crisis is massive money creation by central banks. We don’t think this will bear too many inflationary risks, but some […]
Mexican oil production falling fast
The International Energy Agency recently published a large field by field study. The big, cheap existing fields are declining almost 5% on average. Here is one of them, the third […]
Investment thesis for InterOil Part1, energy markets
We assemble a series of sources that provide a comprehensive picture. There will be a couple of parts. The first part is the state of energy markets in general. Demand […]
Oil market
Here is a good article about the oil market. As we argued quite a few times before, no matter how big the demand problems seem to be at the moment, […]
OPEC cuts oil production but world demand is still rising
OPEC is playing a dangerous game with the world economy as falling energy prices were one of the few bright spots.
Commodities comeback depend largely on China
Where is that next bubble going to come from? As we have argued before, there is really only one candidate, in our view. Commodities. Jim Rogers, the motorbiking emerging market […]
Some turn bullish on stocks, especially energy stocks
We wrote before about this. Supply of energy might very well be impacted more than demand, especially in the longer-run. While share prices have factored in a collapse in energy […]
The coming commodity boom
The world experienced a commodities boom until recently, when a very sharp sell-off occurred. But past boom will be nothing compared to the commodities boom that is already in the […]