Category Archives: Commodities
U.S. Inventories and Production Levels: Natural Gas & Crude Oil
U.S. Inventories and Production Levels.
Labor costs in GIIS.
Struggling countries in the eurozone – Italy, Ireland, Greece and Spain … Have been reducing labour costs steadily.
Hurricane Sandy impact compared with other cyclones.
Hurricane Sandy had an impact of around $40B…& ranks 3rd for damaging. in the picture its compared with other cyclones. Please feel free to comment.
Shale gas exploration in China
Chinese metal inventory spells disaster for bulk vessels.
The following chart shows Chinas raw iron ore imports. Not a good time to be a bulk carrier…
Social unrest and revolt during the Arab spring led to a restricted N African supply of crude. Japan’s catastrophic quake halted her industrial production lines. These events created unprecedented volatility in the raw commodities industry, the volatility is set to continue through 2012 as more austere fiscal measures are adopted.
The ECB must stop the meltdown by buying GIIPS bonds
If the IMF is asked for funds from the EU, it won’t have enough resources for the rest of the worlds emerging markets if there is a contagion. The fiscal situation in the EU’s GIIPS countries is not good, but it’s not like they were jewels to begin with, they’ve battled these problems for decades,Continue reading “The ECB must stop the meltdown by buying GIIPS bonds”
Statistics in Greece is a combat sport
Elstat is Greece’s new independent statistics agency. Elstat has been commissioned by the European Commission to “clean up” the statistics, after decades of corruption and inadequacy by the Greek finance ministry. Yet, Elstat is now facing opposition in the form of an official criminal investigation by the Greek government for “inflating the scale of theContinue reading “Statistics in Greece is a combat sport”
The market will open down 100% tomorrow, Thank You, Republican National Security Debate
Tonights Republican debate is focusing on national security and foreign policy issues. So far, the candidates have been unable to understand if the next Iranian regime will likely want nuclear weapons too. I guess “Africa is a country”…and according to Rick Perry’s math “half a trillion” is actually equal to “500 million.” we should spendContinue reading “The market will open down 100% tomorrow, Thank You, Republican National Security Debate”