There have been some odd happenings in the T-Bill space recently.Security yields can tell you a lot about what's happening in a market. And sometimes, what's about to happen.…
Not only is southern Kyrgyzstan experiencing a refugee crisis, the region is facing a humanitarian disaster brought on by deepening shortages of food and medical supplies. The normal supply chains…
The Gulf of Mexico oil spill is a national nightmare that seems to have no ending. Every day new details come out that are even more shocking than what we…
The daily spill estimate has been ratcheted up from 1,000 barrels a day to 35,000, and now 60,000! Fitch downgraded its debt a stunning six notches from AA to BBB.…
Two hundred million barrels of oil is a drop in the ocean compared to the reservoir that produced the voluminous gusher of BP’s Gulf of Mexico oil spill. It is…
Uranium is a very unusual sector. For one, it's small. So small, that at one point in history top-producing nations like Canada and France tried to form a uranium cartel…
Siemens announced a number of orders for new gas-fired power plants in North Carolina and Florida that seem designed to replace older coal-fired and other high-emission technology rather than to…
Below is the TransOcean rig data on the wellbore from two hours out until blowout. This from what was filed with the US government investigators. So what does it…
I am a huge long term bull on the grains, but abandoned my trading call in January when the USDA published a spectacularly bullish forecast for most crops for 2010.…
I have never been able to use my talents both as a securities analyst and a nuclear weapons designer simultaneously, but British Petroleum (BP) has at last enabled me to…
If anyone still harbored any doubts that there is an urgent need to resolve the Middle East crisis one needs only look at the events that unfolded two weeks ago…
Coffee prices rocketed to a seven month high last week after the International Coffee Organization published a report predicting a serious decline in global supplies this year. Exports from Vietnam…
BP is already down and out, but President Obama has the power to force the petroleum company into bankruptcy once and for all. An article published in the New York…
Wednesday's UN Security Council vote on a further round of sanctions on Iran merits attention. While the U.S. and its key allies were able to get a somewhat diluted slate…
Governments and industry will have to step up the pace if they want to meet the declared goal of large-scale deployment of carbon capture and sequestration for coal-fired power plants…
Here is what a couple of offshore drilling engineers told me about the BP Blowout… However, everything is consistent with a well way over budget, company men taking heat from…
In addition to floundering trade, deteriorating diplomatic ties between Colombia and Venezuela are exacerbating security risks at a fragile border. As rumors of an unlikely war between Colombia and Venezuela…
The Kimkan open pit mine in Siberia is a muddy square mile surrounded by birch and cedar forests so vast they seem to stretch to the ends of the earth.…
As I've mentioned a few times, geothermal looks to be approaching a rolling boil. A few more positive indicators on the sector presented themselves over the past week. First…
White House renewable energy darling Solyndra, the beneficiary of a $500 MM+ loan guarantee from the DOE, is featured on the White House Blogs... Written by Matt Rogers, Senior Advisor…