Obama on Energy and Food
[Skip to the end] (email exchange) This will drive up prices of food and energy longer term. Still no plan to quickly bring down crude demand to offset declines in supply side incentives. > >...
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Coal is dead……
[Skip to the end] Looks like it, unless there is another side of this story we don’t know about, but seems highly doubtful The only legal place you can store mercury is in your mouth, by the way....
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Valance Gasoline Demand Chart
[Skip to the end] This chart shows demand for gasoline is still down year over year, even with substantially lower prices. It is also another indication of the ‘soft spot’ in demand that may have hit...
View ArticleISM/Bernanke
I tend to agree with Karim and Fed Chairman Bernanke. Modestly improving GDP growth with unemployment coming down very gradually until a consumer credit expansion takes hold. Good for stocks, not so...
View ArticleCH News | Australia Has Record Trade Surplus on China Coal, Iron Demand
It’s good to be China’s coal mine. Though it does make Australia one of the world’s largest contributors to the increasingly unpopular emissions issues. Australia Has Record Trade Surplus on China...
View ArticleProposal update, including the JG
My proposals remain: 1. A full FICA suspension: The suspension of FICA paid by employees restores spending which supports output and employment. The suspension of FICA paid by business helps keep costs...
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China Notes
> > (email exchange) > > Attached is an interesting article from the FT discussing the investment slowdown in China. > While the official picture remains one of a gradual...
View ArticleObama administration approved wider exports of liquefied natural gas
Interesting! US Energy Revolution Gathers Pace By Ed Crooks, Jonathan Soble and Guy Chazan May 18 (FT) — The growing role of the U.S. in world energy markets was underlined on Friday as the Obama...
View ArticleJapan Nears Switching on Reactors After Tepco’s Meltdown: Energy
Very yen friendly! Japan Nears Switching on Reactors After Tepco’s Meltdown: Energy By Jacob Adelman & Yuji Okada July 3 (Bloomberg) — A countdown is starting in Japan for restarting some of the 48...
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