Energy markets are shooting themselves in the foot..
An energy glut now, but when the economy turns, this only provides more reasons to expect a crunch in the future..
An energy glut now, but when the economy turns, this only provides more reasons to expect a crunch in the future..
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 […]
There are numerous arguments in favour, and, when you think of it, not a whole lot against..
We already posted some remarkable material from Simmons and co, who argued with hard figures that oil production has peaked in 2005. Now, the International Energy Agency (IAE) is warning […]
We have argued it before, long-term, as a result of the fundamental growth story of populous nations whose inhabitants want, and can increasingly afford, a middle-class life which is MUCH […]
We’ve argued this before, and we’re not the only ones. Far from it.. And it’s really simple. The ‘demand destruction’ through the recession is temporary (and in fact not nearly […]