Market Focus: Energy
- Jul 31 King Coal Deposed in West, but Reigns in East by Robert Rapier
- Jul 29 Energy Myths and Conspiracy Theories by Oil Price
- Jul 28 3 Reasons Yellen's FOMC Remains Dovish by Sober Look
- Jul 24 The U.S. and Russia Are Gas Giants by Robert Rapier
- Jul 23 World Oil Production – Where Are We Headed? by Gail Tverberg
- Jul 18 U.S. Utility Companies Push Back in Net Metering Battle by Global Risk Insights
- Jul 17 As Fracking Expands, So Does Opposition – Even In Texas by Oil Price
- Jul 15 Looking for the Next Oil Boom? Follow the Tech by Oil Price
- Jul 14 The Diminishing Returns of Fuel Efficiency by Sober Look
- Jul 10 World Sets New Oil Production and Consumption Records by Robert Rapier
Jim Puplava’s Big Picture: The Old Normal, The New Normal, Inflation and Oil
In Jim’s first topic on the Big Picture he explains how the world operates much differently today, with interest rates at half century lows and global economic growth at anemic levels. Jim goes into detail into how the “New Normal” operates, and how it is related to both inflation and the price and politics of oil.
Jim Puplava’s Big Picture: Peak Oil – Delayed But Not Resolved
Jim’s first topic on the Big Picture this week is “Peak Oil – Delayed but Not Resolved”. Jim lays out the issue of Peak Oil in depth, and quotes studies that believe it could still arrive by the end of this decade. Jim also looks at the Shale Revolution in the US and discusses how long the shale story may delay the onset of Peak Oil.
Jim Puplava’s Big Picture: Threats Ahead for The Fed: Taper, Rate Hikes and a Familiar Foe
Jim’s first Big Picture topic this week is about the Federal Reserve, and how rising oil prices may threaten the Fed’s ability to control rate hikes and it’s taper policies. Jim discusses how high oil prices threaten economic growth. The next topic is a light-hearted Bull vs Bear “Debate” between Jim and John.
Jim Puplava’s Big Picture: The Mandarins of Monetary Finance – The Consequences of Zero Bound
In Jim’s first Big Picture topic this week, he looks at the consequences of the Federal Reserve’s zero interest rate policies, and what he expects ahead for the markets and the economy. Jim also references his interview this week with noted Fed-watcher James Grant, and discusses his opinions on the Fed as well.
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