Here are Sabrina Valle and Javier Blas, Bloomberg: “Brazil has disappointed in the past, with output growth coming far below expectations because
Palladium Smashes $1,500… Bloomberg
Ranjeetha Pakiam, Bloomberg, looks at the bull market in palladium, here: ”Palladium surged above $1,500 an ounce to a record, extending a powerful
Electric-Car Metals… WSJ
Amrith Ramkumar, Wall Street Journal, writes about the decline in lithium and cobalt prices, here.. ”The descent in both markets is a reversal from
Negative Yields Mount in Europe… WSJ
Here is Daniel Kruger, Wall Street Journal: ”Negative-yielding government bonds outstanding through mid-January have risen 21% since October,
The EIA adds new play production data…
Trying to hit a constantly moving target, this is from the EIA’s Today in Energy, here: ”The most productive of the newly added plays is the
Some good news… Carpe Diem
From the Carpe Diem blog, here...
A long term look at inflation… Advisor Perspectives
Jill Mislinski, Advisor Perspectives, produces some nice charts on long term inflation, here... I don’t think the purchasing power of the
OPEC Supply Management Policy… Bloomberg
Here is an excellent piece by Julian Lee, Bloomberg, discussing the difficulty for OPEC to balance oil supply... ”The problem for the producers,
Quality matters… IEA
This from the IEA’s Oil Market Report, here... “Long before the US shale revolution took off, Gulf Coast refiners had invested in equipment to








