$GS screenshot on the most important economies for global markets.

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coal power stations

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Germany is increasing her coal-fired power plants as output from natural gas-fired power plants and wind turbines drop.

U.S. Inventories and Production Levels: Natural Gas & Crude Oil

U.S. Inventories and Production Levels.

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Labor costs in GIIS.

Struggling countries in the eurozone – Italy, Ireland, Greece and Spain … Have been reducing labour costs steadily.

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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.

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Strategic Oil Chokepoints – jpm

The most important naval choke points were first identified by John Fisher in his defense of continued British colonialism (important colonies in parentheses):[1]

A Russian collapse due to oil prices would make NY real estate affordable again.

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Shale gas exploration in China

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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…

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Commodities volatility

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.

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