Category Archives: Commodities

35% Of Public Oil Companies Could Face Bankruptcy

Bankruptcy looms for many exploration and development companies, particularly US shale players.

Wolf Richter: What the Heck is Going on in the Stock Market?

Even Moody’s which is always late to the party with its warnings – but when it does warn, it’s a good idea to pay attention – finally warned: “Don’t fall into the trap of believing all is well outside of oil & gas.”

Capital Bleeds from Emerging Asia

2015 was a terrible year for emerging markets, not just in terms of trade in goods and services, but also capital exit.

New York Times’ Bank-Boosting, Neoliberal-Excusing Story of the Global Debt Hangover

A new story at the New York Times on the global debt overhang is an economically warped account that omits important policy options.

Gaius Publius: A Non-Neoliberal Woman President Is Not One of the Choices

Hillary as a neoliberal is not your friend….unless you are a member of the 1% or on their meal ticket.

Ilargi: Square Holes and Currency Pegs

The difficultly of maintaining currency pegs, most important the renminbi and riyal versus the dollar, will put even more stress on financial markets.

Marshall Auerback: What US Treasury Yields Might Be Signalling

Bond yields warn of deflation. How real is this worry?

2016: Oil Limits and the End of the Debt Supercycle

How tight linkages among phenomena, such as oil and commodity prices, and flagging non-elite wages, are about to cause substantial economic disruption.

Another Slow Year for the Global Economy

The factors that dragged down the global economy in 2015 will persist – and in some cases worsen – in the new year.

Wolf Richter: Welcome to 2016! With Just a Touch of Mayhem for Stocks

Stocks took a beating around the globe on the first day back in 2016. Hopes of a better year start out inauspiciously.

Private Equity Made Bad Bet on Ships, Hit by Collapse in China Trade

Private equity’s misadventure in ships is yet another proof of both hubris and too much money looking for deals.

Report: Eagle Ford Shale Has Peaked, Lifting of Oil Export Ban Could Drain Field More Quickly

Geological fundamentals clearly show that high decline rates, limited sweet spots, and finite numbers of drilling locations will limit long term contributions to production.

Ilargi: The Great Fall Of China Started At Least 4 Years Ago

Why China’s slowdown and exported deflation started far earlier than most pundits and analysts would have you believe.

China’s Raging Bond Bubble Exposed

Yet another China risk warning.

How Much Longer Can The Oil Age Last?

Even with the cost efficiency of renewables being much higher than many realize, major energy buyers don’t act as if the oil age is ending soon.