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Industrial Production growth in The U.S. has now slowed for 10 straight months, rising just 0.4 percent YoY in September - the weakest growth since…
One of the truly interesting things about Iran’s stepped up involvement in Syria (be it through Tehran’s various Shiite militias, the Quds, or most visibly,…
As the Emerging Market world looks on helplessly while Saudi Arabia’s war with the U.S. shale complex (and, by extension, with the Fed) serves to…
With LNG supply set to increase meaningfully over the next few years, JPMorgan sees a buyer's market until 2020 with limited new long term contracts…
The global commodity collapse is finally starting to take its toll on what China truly cares about: the employment of the tens of millions of…
There is blood on the streets wherever you look in Brazil today, but probably of most interest to the hundreds of U.S. asset managers (the…
We’ve long framed collapsing crude prices as a battle between the Saudis and the Fed. When Saudi Arabia killed the petrodollar late last year in…
Remember when the oil crash was supposed to be "unequivocally good" for the global economy and the US consumer, only for this to be disproven…
Is Saudi Arabia on the verge of winning the war on US Shale firms? It appears the spigot of malinvestment-subsidizing liquidity that kept numerous zombie…
Over the weekend, when looking carefully at Tesla's cash burn, pardon cash inferno...... we said that at "the current cash burn rate, TSLA can only…
Last week, following the latest abysmal (if only in GAAP terms) quarter for Tesla, we showed what we thought was without a doubt the most…
Back in December 2014, when crude oil first crashed into a bear market and traders were desperately looking under nook and cranny for the first…
WTI Crude is back below $45 again this morning - pressing towards 2015 and cycle lows -after Goldman Sachs' Jeffrey Currie warns 'lower for longer'…
The following photos are from Australia's Isaac Plains coking-coal mine.Why is Isaac Plains relevant? Well, in 2011 at the height of the Australian mining boom,…
In the beginning of 2015 the biggest threat to the economy as a result of the collapse in oil prices, both in the US and…
On Wednesday, we detailed China’s latest maritime dispute with a US ally. Just as the back-and-forth banter and incessant sabre-rattling over Beijing’s land reclamation activities…
It has been a bad day for deals and deadlines all around: first Greece is about to enter July without a bailout program and in…
Fukushima’s still radiating, self-perpetuating, immeasurable, and limitless, like a horrible incorrigible Doctor Who monster encounter in deep space.Fukushima will likely go down in history as…
This is an eventful period for EU-Russia gas relations. Six months ago Russian President Vladimir Putin surprised the energy world by dismissing the long-prepared South…
From 2005 to 2015, global oil usage has only increased from 83 million to 93 million bpd (1.13% CAGR). However, the overall rate at which…