#oil – Econophysics2020

Supply Chain Systemic Risk

James Rickards explains the obvious: https://dailyreckoning.com/the-great-supply-chain-collapse/ The Great Supply Chain Collapse What’s at the root of the supply chain breakdown? That’s a critical question but the answer is almost irrelevant. The supply chain is a complex dynamic system of immense scale. It is of a complexity comparable to the climate as a system. This meansContinue reading “Supply Chain Systemic Risk”

BTC – the Biden Trade

ZH: https://www.zerohedge.com/geopolitical/biden-mulls-cutting-russia-swift-ahead-putin-call-nuclear-option-response-ukraine With the United States cutting back its own oil production in the name of “climate”, and fueling double-digit inflation, why would we consider shooting ourselves in the foot over Ukraine? Well, maybe Hunter Biden knows – he’s pulled enough dough out of Ukraine’s oligarchs for himself with “10% for the Big Guy.” OneContinue reading “BTC – the Biden Trade”

Ball. Court. Germany: how do you like those 2000EURs/month heating bills?

Gold, Goats, and Guns: https://tomluongo.me/2021/10/06/european-energy-crisis-gas-you-think-burning/ The European Gas Crisis keeps hitting new high after new high as gas prices around the world go ballistic. While this isn’t just a European problem, if you read the MSM, that’s all they seem to care about. You know, it snows in Japan as well folks, and China.Continue reading “Ball. Court. Germany: how do you like those 2000EURs/month heating bills?”

Die Deutschen brauchen das Gas. Or, if you prefer …Немцам нужен газ

Here’s Tom Luongo spelling out the obvious: https://tomluongo.me/2021/07/24/nordstream-2s-hard-lesson-in-reality-for-everyone/ Nordstream 2’s Hard Lesson in Reality for Everyone For more than six years everyone who is anyone in a politically sensitive position in Europe and the U.S. has wrung their hands over the Nordstream 2 pipeline. From the moment it was announced the howls of pain couldContinue reading “Die Deutschen brauchen das Gas. Or, if you prefer …Немцам нужен газ”

Will there be blood?

Simon Watkins explains some oil realities: https://oilprice.com/Energy/Energy-General/The-Real-Reason-Oil-Prices-Arent-At-80.html The Real Reason Oil Prices Aren’t At $80 By Simon Watkins – Jul 21, 2021, 8:00 PM CDTTrade Oil Futures And Energy Stocks The UAE’s awarding last week of a slew of huge drilling contracts aimed at increasing its crude oil output capacity from around 4 million barrels per dayContinue reading “Will there be blood?”

Oligarchs’ Sock Puppet Props Up Russia and Saudi

Tsvetana Paraskova: https://oilprice.com/Energy/Crude-Oil/Russian-Saudi-Oil-Giants-To-Benefit-From-Bidens-Anti-Oil-Agenda.html The growing number of Western countries aiming for net-zero emissions by 2050 and the U.S. Administration’s drive to limit oil and gas extraction on federal land and waters are likely to benefit the biggest oil firms in Russia and Saudi oil giant Aramco, analysts and portfolio managers told Bloomberg. While major developed economiesContinue reading “Oligarchs’ Sock Puppet Props Up Russia and Saudi”