…I can’t remember who gave me this idea, but sometimes I troll through the raw PPI data to get ideas on pricing power. Here’s a list of the top 50 rising items in the PPI:
Code
2011 Px Increase
Commodity
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…I can’t remember who gave me this idea, but sometimes I troll through the raw PPI data to get ideas on pricing power. Here’s a list of the top 50 rising items in the PPI:
Code
2011 Px Increase
Commodity
Read More »

…
A worker checks water levels for a Goodrich Petroleum Corp. oil-fracking operation near Dilley, Texas.
U.S. energy companies are pumping so much natural gas out of the ground that prices are plummeting, and the cheap gas isn’t likely to evaporate
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…By Thomas
Raw materials second half of 2011.
I look generally at 3 raw materials as a proxy for different types of export/import price levels:
1) Oil: This doesn’t need a rocket scientist to understand – because oil is directly
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…At the current price of gold, the total value of all the mined gold in the world is still less than the US national debt. China produces more gold than any other country and India consumes the most gold. According
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Despite more ramblings from Juncker this morning, the overnight session in Asia saw comments on downside risks from the BoJ drive risk assets modestly lower. Led by Japan, Asia-Pac equities were down around 0.3%…. While EURUSD is higher by
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The last decade has seen a sustained campaign by the hydraulic fracturing
…
(‘fracking”) industry against its critics, as the fracking industry in the U.S. alone was worth an estimated $76 billion in 2010 and is projected to grow to $231
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…The U.S. biofuel industry has long been stymied by the lack of USDA federal crop insurance, leaving only the most adventurous farmers willing to plant renewable energy crops.
Biofuel sources currently under development include algae, jatropha and camelina. Of the
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…According to Iraqi Council of Representatives Oil and Energy Committee member Furat al-Sharei, the 10 oil fields that spread across the Iraqi-Kuwaiti frontier are still waiting to have a line drawn through them to delineate the border, more than eight
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…Americans looking south of the Rio Grande tend to forget, if they ever knew, that Mexico is, according to the U.S. Energy Information Administration, now America’s second largest source of imports. Of the United States’ total crude oil imports averaging
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…So much for peace in the Middle East.
On 5 December Prince bin Turki al Faisal, speaking at the “The Gulf and the Globe” conference in the Saudi capital Riyadh urged the six-nation Gulf Cooperation Council (GCC) to become a
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…NATO recently literally shot itself in the foot, imperiling the resupply of International Assistance Forces (ISAF) in Afghanistan by shooting up two Pakistani border posts in a “hot pursuit’ raid.
Given that roughly 100 fuel tanker trucks along with
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…U.S. troops are in the process of completing their withdrawal from Iraq by the end-of-2011 deadline. We are now moving toward a reckoning with the consequences. The reckoning concerns the potential for a massive shift in the balance of power
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…On 16 November in Astrakhan Lukoil president, Vagit Alekperov told journalists that his company will spend over $16 billion over the next decade to develop the country’s Caspian offshore Korchagin and Filanovskii oil and natural gas fields in the Caspian,
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…Kazakhstan’s international energy image is now that of one of the world’s rising oil exporters, an extraordinary feat given that, two decades ago its hydrocarbon output was beyond insignificant when the USSR collapsed. The vast Central Asian nation, larger than
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