Category Archives: Commodities

The Permian Is A Double-Edged Sword For Oil Majors

There are still questions about the profitability of the Chevron’s assets in West Texas.

My Theory About Gold as Diversification to the Busted “Everything Bubble”

And over the long term? It gets complicated, as they say.

G20: You Can Smell Tear Gas in the Streets as the Oil Industry Squabbles

What the G20 and OPEC meetings mean for the political relations, economies, and people of the world.

High Stakes, Entrenched Interests And The Trump Rollback Of Environmental Regulations

Trump’s “progress” in gutting environmental protections.

Australia’s New Grain Deliveries Plunge Due to Drought

Another sign of climate change induced stress, this one from Australia.

Something Russia and EU Appear to Agree on – the Euro

The very rational case for Russia and the EU to trade oil in euros.

The Regulation That Could Push Oil To $200

A measure to clean up maritime fuel oil could cause havoc for oil prices generally.

Trump Tariffs Hit Largest US Aluminum Company, ALCOA

Tariffs misfire yet again.

More US and China Jousting Over South China Sea

The US-China conflict over the South China Sea keeps getting hotter.

Wall Street Journal: Why Bashing Chinese Steel Dumping Results in Bashing Allies

Why combatting Chinese steel dumping is harder than it seems.

Cryptocurrencies as Prosecution Futures: Judge Rules Manipulators Can Go to Jail

The Wild West of cryptocurrencies just got a little less fun.

Trump’s Steel and Aluminum Tariffs: How WTO Retaliation Typically Works

A review of some of the permitted counter-moves under WTO rules if Trump imposes tariffs.

Is The Oil Glut Set To Return?

EA gives a downbeat forecast for oil prices in 2018.

The Shipping Industry Needs to Deliver Cleaner Cargo Ships, or We’re All Sunk

Delivering on demand for lower-emissions vessels could be the industry’s most arduous journey of all.