The currency is in free fall, and the continent is about to enter a new dark age, as enforced deleveraging brings economic collapse and widespread civil unrest. To me, this…
The U.S. Department of Agriculture (USDA) has just issued a report detailing the outlook and challenges of next generation biofuels. I provided some input during the drafting of the report,…
Gold (GLD) blasted through to an all time high last night, doubters and naysayers carping all the way up that it was overpriced. The white metals of silver (SLV), platinum…
Jim O'Neill, the clever Goldman Sachs analyst who came up with the term "BRIC" a decade ago, has cooked up a new, catchy investment theme. Get ready for the "N-11",…
Bentek Energy managing director Rusty Braziel sees a great divide developing in U.S. natural gas. Bentek are one of the leaders in tracking and analyzing American gas pipeline flows. Where…
New strategic brinkmanship by the Democratic People’s Republic of Korea (DPRK); a now-clear determination by the People’s Republic of China (PRC) to “more aggressively assert its territorial claims in regional…
As hurricane season begins in the Caribbean and Gulf of Mexico, forecasters are predicting higher-than-usual activity that could disrupt oil and gas production in the Gulf and hinder efforts to…
Extreme volatility is not a sign of health for financial markets. But in 2010 financial markets around the globe are experiencing unprecented volatility. Why? It is because the entire world…
Over the past two years, Turkey has launched a massive political, social, and economic offensive across the Balkans, focusing primarily on Bosnia-Herzegovina. More than two decades after Turkey first formally…
The explosion of Deepwater Horizon and the collapse of Lehman Brothers share similar characteristics of risk, denial and coverup. My good friend G.F.B. recently observed that the Deepwater Horizon catastrophe…
A number of events in April-June 2010 has seemed to suggest that relations between the United States and China are back on track after a difficult period. They include Hu…
The Wall Street Journal published one of the funniest investment strategy pieces I have ever read. Dilbert cartoonist Scott Adams argues that you should invest in companies you hate because…
A View From Jerusalem on the Intelligence Failure by Israel, and the Failure of the International Community to Look at the Sponsors of the “Flotilla” Early in the morning of…
In late May, the accounting firm Ernst & Young reported that 7 out of 10 major global corporations will spend 0.5% or more of their earnings this year on "fighting"…
Below is a Q and A Interview with Frank Verrastro, senior vice president and director of the Energy and National Security Program at the Center for Strategic and International Studies…
China, which has struggled in recent years to keep up with booming domestic demand for oil products, may soon have a major excess in refining capacity. In 2009, the country…
It was about six weeks ago that the man I work for walked into my office and asked what was happening in the world of energy. “This oil leak in…
Experiencing anxiety following the halting of US missile defense plans in Poland, Warsaw uses US technology to make its air force the biggest by far in Central Europe. Since the…
During the course of May 2010, Iran and Venezuela continued to pursue agreements in the areas of security, business, housing, and so-called "non-aligned country" diplomacy. Energy, however, remains the mutual…
In 2006, when I wrote this, and culled directly from their 10K, ExxonMobil paid $30.7 billion in excise taxes, $41.6 billion in other "taxes and duties", and $59.4 billion in…