The Latest Red Flag For U.S. Shale
More bad news for the shale gas industry.
Read more...Category Archives: Commodities
The Two Capitalisms: Electric Batteries as a Case Study in US Magical Thinking vs. Chinese Vertical Integration
Electric vehicle batteries illustrate how the Chinese use control of raw materials and end markets to built vertically integrated industries.
Read more...The Slogan ‘Globalization Equals Growth’ Is Wrong
Looking at different types of globalization helps explain why it isn’t necessarily beneficial.
Read more...Only $60 Oil Can Save the Aramco IPO
The Saudis’ price expectations for their floatation of Aramco looked, ahem, ambitious from the get go. They look even more questionable now.
Read more...JP Morgan Slashes Its 2018 Oil Price Forecast By $11
After some optimism about oil prices, an unexpectedly high EIA inventory report plus “no end in sight” in shale v. OPEC has analysts rattled.
Read more...Trump’s Budget Delivers Big Oil’s Wish: Reducing Strategic Petroleum Reserve
Trump seeks to deliver on another Koch Brothers pet idea: selling off part of the strategic petroleum reserve.
Read more...Gaius Publius: The Dying Fossil Fuel Industry
The oil industry is on a downward trend, and the trajectory could be faster than most anticipate.
Read more...Why Are The Oil Markets Crashing?
Sunny predictions for oil prices in 2017 are looking a tad premature.
Read more...The Fall of the Latin American Left, Part I: Brazil’s Boom and Bust
Discussing why the left in Latin America lost power, starting with Brazil.
Read more...Our Current Food System Is Broken and Unjust—We Need a Paradigm Shift That Values Nutrition as a Human Right
Plenty of food is produced, but it fails to reach at least an eighth of the world’s population that is suffering from hunger.
Read more...Faster Fashion Cycle Accelerates
Sustainable fashion initiatives face huge obstacles in displacing fast fashion’s popularity, despite fair labor and environmental concerns.
Read more...Trump Can’t Save Coal
Why Trump isn’t bringing coal jobs back.
Read more...Taking on Trump’s Agenda: Nine Tough Questions for SEC Chair Nominee Jay Clayton on the Eve of His Confirmation Hearings
Risk your rice bowls! My riposte to pearl-clutching white shoe lawyers calling on Trump SEC nominee to denounce Trump visa ban.
Read more...How Russia Is Using Oil Deals To Secure Its Influence In The Middle East
A string of oil deals between Russian oil companies and Arab petrostates have shifted the center of political gravity in the Middle East and North Africa towards Moscow
Read more...Iraq: “Is It Oil?”
Why the Iraq oil problem was not so much access, as in meeting U.S. oil needs, but that U.S. firms had been frozen out of Iraq.
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