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OPEC: near record production, spare capacity a concern

Sober Look — Thu, 26 Apr 2012 17:51:02 +0000

In addition to the hole left by the Iran sanctions, the Saudis are pressured to pump more in order to meet their own rising domestic demand. This is putting strains on OPEC's spare capacity

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[Premium] Is shale oil cheap?

Edward Harrison — Thu, 26 Apr 2012 15:00:42 +0000

There is some evidence that recently discovered shale oil fields cannot be successfully exploited at prices under $100 a barrel

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Argentina Fundamentals Still Deteriorating

Win Thin — Mon, 23 Apr 2012 18:20:40 +0000

A look at the fundamentals shows why Fernandez is engaging in such visible theatrics, which also includes recent vitriol regarding the Falkland Islands. Simply put, we think economic stresses are intensifying. How deep the stresses will get is yet to be determined

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A Primer on Peak Oil

Edward Harrison — Fri, 20 Apr 2012 13:00:39 +0000

I ran across three separate articles on peak oil at well-regarded financial news sites today: The Economist, The Financial Times and Le Figaro. I thought I'd give you a run down of what they were saying and what it means for the economy and investing

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[Premium] Peak oil explains the Repsol YPF expropriation in Argentina

Edward Harrison — Wed, 18 Apr 2012 16:00:44 +0000

I think this should be obvious to everyone by now, but peak oil is a clear factor in the Argentina/Spain oil crisis. Here's what happened

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[Premium] Daily commentary: On Spain’s death spiral and the nationalism of depression

Edward Harrison — Tue, 17 Apr 2012 00:53:20 +0000

Spain is involved in two stories today that point to the difficulties that surround sovereign governments that are overindebted in foreign currency. There are a ton of Spanish-language links for that reason

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Argentina is not the model

Edward Harrison — Mon, 16 Apr 2012 15:52:48 +0000

There have been a lot of people talking about Argentina as if it were the model for other governments in sovereign difficulty to follow. Yes, Argentina’s decision to default was realistically the right call given the crushing debt load. And that is the path the euro zone periphery is on. But, beyond this, I fail

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Chart of the Day: Price Divergence between Oil and Natural Gas

Global Macro Monitor — Fri, 06 Apr 2012 01:30:29 +0000

Take a look at the long-term charts of crude oil and natural gas. The historical oil-to-gas price ratio had ranged from 6:1 to 10:1 before the economic crisis. Since one barrel of oil contains the energy equivalent of the 5.825 million BTU of natural gas, an implied BTU arbitrage kept this relationship in check

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Transcript: Federal Reserve Chairman Ben Bernanke Interview with Diane Sawyer

Edward Harrison — Thu, 29 Mar 2012 12:23:40 +0000

Below is a video excerpt of the interview US Fed Chairman Ben Bernanke conducted with ABC News' Diane Sawyer earlier this week. Below that is the transcript

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Global economic themes

Guest Author — Tue, 27 Mar 2012 16:52:32 +0000

Warren Mosler presents some macro economic themes that will have implications for the investing and business climate

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