Metals May Become the New Oil in Net-Zero Emissions Scenario
Economists project that prices for energy-transition metals will soar and their combined value could match that of crude oil
Read more...Category Archives: Commodities
Spike in Energy Prices Suggests That Sharp Changes Are Ahead
Gail Tverberg expands her focus beyond energy to provide an analysis of what is going terribly wrong in the world economy
Read more...“We Will No Longer Sell Crude Abroad”: Mexican President AMLO
This is good news for Mexico’s long-beleaguered state-owned oil company, Pemex, but not such good news for the US’ refinery industry.
Read more...Global Weather Disruptions, Food Commodity Prices, and Economic Activity: A Global Warning For Advanced Countries
Examines the macroeconomic effects of global food commodity price increases that are caused by global harvest and weather disruptions, and finds that the decline in economic activity is substantial and greater in advanced than in low-income countries.
Read more...African Faith Leaders to Gates Foundation: Drop ‘African Green Revolution’
“When it comes to the climate, African faith communities are urging the world to think twice before pushing a technical and corporate farming approach.”
Read more...China’s Industrial Slowdown Could Kill The Commodity Rally
Many commentators have fixated on levitating US securities markets, ignoring softening growth in Asia that is now hitting commodity prices
Read more...How Energy Transition Models Go Wrong
Gail Tvergberg explains why oil prices are likely to remain be lower than full costs, and how that undermines the move to cleaner energy.
Read more...Decade Of Chaos Could Send Oil To $130 Per Barrel
Oil mavens are stymied at guessing what the commodity’s price trajectory might be.
Read more...The 2021 Corporate Bamboozle On World Food Systems
Mega-corporations are set to win control of global governance of food and agriculture at the UN Food Systems Summit later this year.
Read more...The Corporate Food Takeover
Corporate ownership in many sectors of food production has risen and is set to increase further. Another rentier program well underway.
Read more...Coal Is In Terminal Decline, But China’s Consumption Is Climbing
Sadly, King Coal will be with us for a very long time.
Read more...Why the U.S. Manufacturing Renaissance Is Essential for U.S. Survival
Maintaining and reviving manufacturing capacity in key insutries is vital to preserving jobs and ensuring U.S. survival.
Read more...Consider This Pineapple: Some Thoughts on Food Waste
Food waste is a major contributor to global warming, not only the rotten stuff per se, but the carbon expended by moving it hither and yon.
Read more...RIP Gold. Killed by Bitcoin
Inflationistas have abandoned gold and moved on to a new fetish.
Read more...Is the Post-COVID Boom Going to Bust?
Reading the tea leaves of the economy after Covid…..assuming an “after Covid”.
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