paul kedrosky and united states oil fund lp

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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...

Tags: Energy, Paul Kedrosky, United States Oil Fund LP

External links 2009-08-19

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...

Tags: Energy, Paul Kedrosky, United States Oil Fund LP

External links 2009-05-27

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

Tags: Energy, Paul Kedrosky, United States Oil Fund LP

External links 2009-05-26

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

Tags: Energy, Paul Kedrosky, United States Oil Fund LP

External links 2009-04-08

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...

Tags: Energy, Paul Kedrosky, United States Oil Fund LP

External links 2009-09-27

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...

Tags: Emerging Markets, Energy, Paul Kedrosky, United States Oil Fund LP

External links 2009-09-25