Do you think maybe Dr. Bernanke is just trying to talk his book too? After all, the U.S. Treasury has heaps of debt to sell this year (gross issuance over $3.25 trillion according to Goldman). If Dr. Bernanke makes adult sounds come out of his mouth, it might give people the impression the U.S. is returning to sobriety and fiscal sensibility.
June 5th, 2009 | Dan Denning | 4 comments | ContinuedAll Posts Tagged With: "energy"
Latest Energy Bull Market Won’t Be Confined to Crude Oil
That said, coal stocks stand to lose the most from cap-and-trade or emissions trading schemes that put a price on carbon dioxide. Even so, there ARE plenty of unconventional hydrocarbons out there that can provide transportation fuel or gas streams for turbines to generate electricity.
May 25th, 2009 | Dan Denning | 1 comment | Continued
The Road to Weimar
Over at the Wall Street Journal’s European edition (paid subscribers only), Frenchman Jacques Attali reckons we are all on the road to Weimar now. That is, he believes the entire planet may be headed for a depression and massive inflation. We are slouching towards Weimar Germany, where inflation was rampant…
February 16th, 2009 | Dan Denning | 7 comments | Continued
Dealing With Modern Complexity
How complex our society has become. There are layers upon layers of complexity and astonishing levels of technical expertise. There are so many different organizations, agencies, groupings of people and assemblages of equipment. It all costs a lot of money and consumes a lot of energy. (…) What happens when money, if not energy, gets scarce? The whole process could get overwhelmed…
January 30th, 2009 | Byron King | 5 comments | Continued
Where was your Money in 2008?
2008 is now in the rear-view mirror, with virtually every investor shouting “Good riddance!” and praying for a better year to come. Forget about making money, just keeping your head above water was an accomplishment over the past twelve months…
January 14th, 2009 | Doug Hornig | 1 comment | Continued
LNG in 2009
Russia supplies Europe with 25% of its natural gas, and 80% of that gets to Europe via Ukrainian pipelines. The Russians say the gas is being siphoned off illegally and then sold at a higher price. Maybe it is. Maybe it isn’t. Who knows? The real issue is control of the energy resource and the network for transporting it. One is no good without the other. Both are critical, and happened to be owned by competing interests…
January 12th, 2009 | Dan Denning | 2 comments | Continued
Unsustainable Energy Trends
I’ve been getting a lot of calls and e-mails from people asking about the falling prices for oil in recent weeks. The immediate explanation is that world economic activity is decelerating. Demand is falling. OPEC announced cuts in output. But the markets still believe that economic decline will trump the ability of OPEC to prop up the price of oil. Enjoy it while it lasts.
November 19th, 2008 | Byron King | 15 comments | Continued
2008 Energy & Geology Tour
My journey began in mid-July, when I flew west to Vancouver via Air Canada. I spent a week there, attending the Agora Financial Investment Symposium…
September 3rd, 2008 | Byron King | 0 comments | Continued
Energy Debate in Australia Needs to Get Serious
Now that the Western Australian government has introduced legislation to ban uranium mining in WA, foreign investors are indicating they’ve had enough. Canada’s Mega uranium said it will walk away from its $2 billion investment in its WA uranium project because it “cannot continue to invest in projects/jurisdictions in which it has little or no chance of a return.” Pretty simple. Of course, if the people of WA decide they don’t want a uranium mining industry, that’s fine too.
August 29th, 2008 | Dan Denning | 4 comments | Continued
We Are Facing a Global Oil Crunch
It’s no secret that we are facing a global oil crunch – and increased oil production is not the answer, the Australian DR’s Dan Denning tells us…
July 23rd, 2008 | Kate Incontrera | 0 comments | Continued