Market Focus: Energy
- Aug 19 Novel Fuel Resources, the Force of Economics and the Renewed East–West Power Struggle by Oliver Inderwildi PhD
- Aug 19 Has the 2014-2016 Crisis Window Been Delayed? by FS Staff
- Aug 14 Why Natural Gas Prices Collapsed by Robert Rapier
- Aug 01 Oilfield Services: Poised to Outperform? by Monty Guild
- 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
Jim Puplava’s Big Picture: On The Record
In a special late summer edition of “On The Record”, John interviews Jim on a range of economic topics, starting with his views on the Crisis Window of 2014-2016, Peak Oil, and precious metals. Jim also gives his views on the theme of “Advantage America” and the growing manufacturing and energy renaissance in the U.S., as well as the rapid advances in...
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.
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