Market Focus: Energy
- Nov 26 Cutting Oil Production Will Not Solve OPEC’s Problems by Global Risk Insights
- Nov 26 Technician: Gold May Take Several Quarters, If Not Years, To Recover by FS Staff
- Nov 25 Renewable Energy: Does It Need Critically Rare Materials? by Ugo Bardi
- Nov 24 Russia Might Be Forced to Cut Oil Production by Oil Price
- Nov 21 The U.S. Shale Breakeven Price Debate by Oil Price
- Nov 14 Still Lower Prices Ahead For Oil? by Sy Harding
- Nov 12 Don't Fight the Dollar by Cris Sheridan
- Nov 11 Russia, China Sign New Huge Gas Deal by Oil Price
- Nov 10 Technician: Stocks Trending Higher Over Next 2-3 Months; Gold Targeting $1050-$1100 by FS Staff
- Oct 30 The Colder War: How the Global Energy Trade Slipped From America's Grasp by John Mauldin
Jim Puplava’s Big Picture: Oil Wars - Risks and Opportunities
Nov 8 – This week on the Big Picture Jim and Erik Townsend join forces to cover a topic of crucial importance to the global economy, the “war” over oil and it’s price going forward. Many market observers thought there was an effective $100 floor under Brent crude.
Jim Puplava’s Big Picture: Stocks vs. Bonds – Do You Really Understand the Risk?
Oct 18 – In the first Big Picture topic this week, Jim compares the risk of stocks vs. bonds. Volatility has increased in the stock market and this week money was pouring into the bond market after stocks corrected, driving interest rates to the lowest levels since 2013.
Jim Puplava’s Big Picture: Trouble in the Oil Patch
Oct 4 – The first topic this week is “Trouble in the Oil Patch”. Jim looks at the weakness in oil prices over the last few months. He discusses seasonal factors, and the recent strength in the dollar. He sees the weakness lasting another month or so, but the weather forecast for a very cold winter will likely change that trend as the demand for energy ramps up.
The Big Picture with Jim Puplava & Erik Townsend (Part 1)
In part-one of a special two-part Big Picture conversation between Jim Puplava and Erik Townsend, they take on the topic of Peak Oil. Is it a disproven idea, or just delayed? What are the new timelines, and is the US really on the cusp of energy independence?
Peak Oil Reports
- BP Energy Outlook 2030
- BP Statistical Review
- DoE: Critical Materials Strategy
- IEA Oil Market Report
- Oil: The Next Revolution (Harvard)
- Sustainable Energy Security (Chatham)
- The Oil Crunch (ITPOES)
- Shell Energy Scenarios to 2050
- Status of World Oil Reserves ($)
- The Next Oil Shock (NZ Parliament)
- The Export Capacity Index (ASPO-USA)
"Oil and natural gas are depleting resources. Investment in these areas will be important in the years ahead." — Jim Puplava
"...we passed the peak on December 16, 2005." — Kenneth S. Deffeyes