Market Focus: Energy
- Jun 19 Did Global Oil Consumption Slow in 2012? by Robert Rapier
- Jun 18 India’s Energy Ties With Iran Unsettle Washington by Oil Price
- Jun 12 Oil Industry Declares War on Ethanol by Robert Rapier
- Jun 12 A Futures Market for North American LNG Exports? by Keith Schaefer
- Jun 10 Energy Sector Remains Out-of-Favor With Investors by Joseph Dancy
- Jun 10 Going to Extremes: Why Weather Patterns Are Becoming More Expensive by Evelyn Browning Garriss
- Jun 07 High Oil Prices Are Starting to Affect China and India by Gail Tverberg
- Jun 06 About Those Plunging Oil Prices by Robert Rapier
- Jun 05 Will Saudi Arabia Allow the U.S. Oil Boom? by Oil Price
- Jun 05 Food and Energy Prices May Skyrocket by JR Nyquist
Jim Puplava’s Big Picture: On The Record With Jim and John
In this month’s edition of “On the Record” Jim covers a broad array of investment questions, from gold and peak oil, to market corrections, interest rates and dividend stocks. Last but certainly not least, Jim answers your Q-Calls in this segment as well.
Jeff Rubin: Pipeline Politics Could Bring Tar Sands Shale Oil to a Halt
Jim welcomes back Jeff Rubin, economist and author of the recently published book on oil, “The End of Growth”. Jeff discusses the issues of pipeline politics in Canada, and how environmentalists are trying to shutdown unconventional oil production by opposing pipeline construction. Jeff also notes the massive amounts of water required for fracking, and how the current drought in the US may curtail the use of fracking. Jeff also discusses major energy producers such as Suncor walking away from projects due to poor economics. For these reasons and others, Jeff sees higher energy prices on the way.
Technician Richard Dickson: Major Trend Gauges Are All Positive
Jim welcomes back Richard Dickson, Chief Market Analyst at Lowry Research. Richard notes that the major trend gauges are all positive at present. He sees a similarity in the markets to 1995, when there were no real corrections before the next advance. He believes the “Great Rotation” from bonds to stocks has not yet begun, but the “Fat Lady is warming up to start singing”, as evidenced by recent weakness in utilities. Also in this segment, Ryan Puplava has this week’s Market Wrap-up, Erik Townsend covers Commodities, and Rob Bernard has the Fixed Income Report.
Jim Puplava’s Big Picture: The Petro Business Cycle Equals The New Normal
In this segment of the Big Picture, Jim looks at how the price of oil has affected the economy and growth over the past three years, and how his concept of the Petro Business Cycle looks like it will be the “New Normal” in the years ahead. He also references recent interviews with oil experts Dr. Robert Hirsch and Dr. Oliver Inderwildi who concurred with his analysis on the Petro Business Cycle. Jim also answers your Q-calls in this segment of the program.
Peak Oil Reports
- BP Energy Outlook 2030
- BP Statistical Review
- DoE: Critical Materials Strategy
- IEA Oil Market Report
- Oil: The Next Revolution (Harvard)
- Sustainable Energy Security (Chatham)
- The Oil Crunch (ITPOES)
- Shell Energy Scenarios to 2050
- Status of World Oil Reserves ($)
- The Next Oil Shock (NZ Parliament)
- The Export Capacity Index (ASPO-USA)
"Oil and natural gas are depleting resources. Investment in these areas will be important in the years ahead." — Jim Puplava
"...we passed the peak on December 16, 2005." — Kenneth S. Deffeyes