Even if the Global Economy continues to weaken, it will face the next round of Energy Cost Push Inflation towards the end of the year and into 2024. The dynamics of the oil market have changed considerably while economists still ignore the negative implications of the ENERGY CLIFF…
If you can’t increase energy consumption, the best way to increase the Gross Domestic Product is to use massive debt and money printing. Economics 101. This is precisely what has occurred in the United States as the GDP ballooned past two decades…
The surge in global oil demand recently is putting a great deal of pressure on the limited supply. Thus, the term I will use a lot in the future is… “WHERE IS THE BEEF?” And, but they, I mean energy, not meat. It seems like we are heading into the next stage of the ENERGY CLIFF during the second half of 2023…
If you want to understand the foundation and implications of the ENERGY CLIFF, this interview with Jesse Day at Commodity Culture helps Connect-The-Dots. Unfortunately, most individuals and investors still do not understand how much the world will change in a relatively short period of time…
Get ready for higher Oil Prices and weaker Natgas prices, as this disconnect will continue for the next several months. Also, some interesting signs are taking place in the Silver Market that will likely lead to much higher prices in the coming quarters and years ahead…
While the U.S. and world might be heading into a recession, don’t count on low oil prices. Why? Global oil demand will likely be much stronger during 2H 2023 and into 2024 than the market realizes. Thus, higher oil prices translate into a higher Consumer Price Index…