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..
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 […]
Is it time for a gasoline tax?
There are numerous arguments in favour, and, when you think of it, not a whole lot against..
China prepares for energy crunch
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 […]
Energy stocks offer an enormous bargain
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 […]
When the world recovers, energy will head much higher
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 […]