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- So Much for Gasoline Demand Destruction
- Paul Kedrosky submits: According to this week’s latest MasterCard SpendingPulse data, U.S. retail gasoline demand is back to levels seen earlier this year. Lower prices have apparently driven up demand, as Economics 101 says it will, demand destruction and depression be damned. So, why haven’t oil prices...
- External links 2008-12-09
- Daniel Yergin on $40 Oil, Iran Diplomacy
- Paul Kedrosky submits: Daniel Yergin of energy research consultancy CERA on the prospects for $40 oil on continued economic weakness: by Paul Kedrosky
- External links 2009-04-08
- The Disconnect Between Crude Oil and Oil Stock Prices
- Paul Kedrosky submits: Crude oil and the major oil companies stock prices have done a disconnect this year, as the Bloomberg Chart of the Day shows: by Paul Kedrosky
- External links 2009-04-15
- New Oil Shock 'Inevitable' - McKinsey
- Paul Kedrosky submits: A new McKinsey report is out arguing that an oil shock is inevitable, and it could come sooner than expected. When? As early as 2010, under the firm's "moderate" economic downturn scenario, and as late as 2013 if the downturn is more harsh. by Paul Kedrosky
- External links 2009-05-26
- Triple-Digit Oil Prices: Rubin vs. Yergin
- Paul Kedrosky submits: I know where I'd place my bet between Daniel Yergin and Jeff Rubin with respect to the outlook for triple-digit oil price, but here are their respective cases nevertheless: Jeff Rubin: Very soon. "We'll be back to triple-digit oil...
- External links 2009-05-27
- QOTD: Renewables Investing Passed Fossil Fuels in 2008
- Paul Kedrosky submits: You can take this as further evidence of economic derangement in 2008, or of an energy transition inflection point, or something screwy because of oil’s roller-coaster, or even just a back-door sign of outsized stimulus, but this quote from a recent UNEP sustainable energy investing report...
- External links 2009-06-28
- BP: Beyond Petroleum and Back
- Paul Kedrosky submits: There is an interesting article in Wednesday’s FT describing BP’s trip “beyond petroleum and back again”. Having staked out the greener high ground of being the multinational oil company most devoutly search for alternative energy solutions, it is now seemingly retrenching, what with close its London...
- External links 2009-07-08
- Destroying Oil Overcapacity - Literally
- Paul Kedrosky submits: There is another side to my recent post about VLCCs floating around as contango oil storage units. With demand for containerships declining given shrinking world trade, the number needed worldwide is falling. The result? Dormant ships, which represent an expensive carrying cost for...
- External links 2009-08-19
- Jeff Rubin: Expect Oil Prices To Rise Dramatically and Globalization to End
- Paul Kedrosky submits: Jeff Rubin was on CNBC today talking the end of globalization. Jeff and I had a run-in a few years ago which I will turn into a post here sometime. Anyway, Jeff is a smart and interesting energy economist, so anything he says on oil is...
- External links 2009-09-25
- Fisking Scientific American on Peak Oil
- Paul Kedrosky submits: My friend Gregor Macdonald has up a nice and intemperate comment debunking the recent Scientific American article on technology and oil supplies: I have now read the Scientific American article. It is perhaps one of the more, if not the most insidious...
- External links 2009-09-27
- Natural Gas, And Lots of It
- Paul Kedrosky submits: With natural gas storage in the U.S. having just surpassed the record levels of 2007, and with every available pipeline, tank, crevice and rock now being forced to hold the stuff, I have visions of that scene in the movie Brazil when Jonathan Pryce turns...
- External links 2009-09-28
- Natural Gas and the Potential for Change
- Paul Kedrosky submits: Must-read piece up at Technology Review on how expanded U.S. natural gas reserves change energy calculus. Some of that is direct, with there being far more natural gas potentially available than imagined even five years ago; some of it is indirect, with a possible natural gas...
- External links 2009-10-19
Additional Resources
- On Oil, Freddie, and the AOL Time Warp
- Paul Kedrosky submits: Be it resolved: We're at a price point in oil markets where we are screwed no matter which direction prices move. Higher prices smoke the economy and inflation, and lower prices screw the emerging alternative energy complex. Thoughts? by Paul Kedrosky
- External links 2008-08-06
- What Is Private Equity?
- The term private equity encompasses a range of techniques used to finance commercial ventures in ways that do not involve the use of publicly tradable assets such as corporate stock or bonds. Typical forms of private equity include venture capital, growth and mezzanine capital, angel investing, and private equity funds....
- Articles 2007-03-05
- Why Cott Can't Keep Up in Soft Drinks
- Theoretically, Cott Co., a maker of discount, store-brand soft drinks, should be doing well. As overall sales of soft drinks continue to drop due to rising prices, logic dictates that consumers should be flocking to lower-priced alternatives. But they aren't, and that spells trouble for Cott. ...
- Blog posts 2008-03-14
- Why Cott Can't Keep Up in Soft Drinks
- Theoretically, Cott Co., a maker of discount, store-brand soft drinks, should be doing well. As overall sales of soft drinks continue to drop due to rising prices, logic dictates that consumers should be flocking to lower-priced alternatives. But they aren't, and that spells trouble for Cott. ...
- Blog posts 2008-03-14
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