New York infects Asia; Asia infects… Get ready for another volatile day as European and U.S. markets open
Falling stock prices in New York yesterday, March 1, fed into falling stock prices in Asia over night on rising oil prices and fears that thre crisis was spreading beyond Libya.
Libya isn’t Egypt: So exactly how is it different this time?
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Rethinking emerging market stocks after Libya? Who isn’t? Here’s how it’s changed my thinking
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Trying to put a price on fear
Nobody knows where the price of oil might reset after the Libyan crisis. Even if the Saudi’s start pumping to make up for Libyan short falls, the price of oil won’t go back to pre-crisis levels.
Where the oil winners are today
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...The IEA takes a first shot at forecasting oil prices if the world doesn’t act on climate change–and it’s an important guide to building an oil portfolio
In the draft the IEA forecasts that real oil prices—that is adjusted for inflation—will hit $113 as barrel by 2035 under what it calls the new policies scenario versus $135 a barre–a 55% increase–in its status quo scenario
Elections and huge oil find say investing in Brazil is better than buying Petrobras
I’d much rather put my investment cash into a bet on the growth of Brazil’s domestic economy than wager that the new government will let profits flow through to the private owners—with minority control—in Petrobras.
Brazil’s government takes more of Petrobras than expected in oil reserve sale
Disappointment on Petrobras (PBR). Although it’s disappointment that investors will ultimately get over. The government is charging Petrobras more than expected to buy 5 billion barrels of oil reserves.
Think oil, think Canada, think oil sands, think Suncor
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...China is now the world’s No. 1 energy consumer
Who is now the biggest energy user on the planet? Not the United States anymore. In 2009 China took over the No. 1 spot consuming 2.25 billion metric tons of oil equivalent. The U.S. consumed just 2.17 billion metric tons.
Chinese officials have disputed the International
Buyers and sellers in the deepwater Gulf after BP
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