Category Archives: Crude Oil

How Dependent is Japan on Nuclear Energy?

Posted on March 13, 2011 by macromon

The following charts show nuclear makes up 13.6 percent of Japan total energy supply and a large portion of the the country’s electricity production.  Note how it has replaced oil as major source of electricity since the early 1970’s.  We … Continue reading →

Posted in Charts, Crude Oil, Energy, Japan | Tagged , , | 3 Comments

Top 5 Issues That Keep Risk Managers Up At Night

Posted on March 5, 2011 by macromon

Great graphic from the WSJ on the emerging risks that keep risk managers up at night. The results are interesting, Fourteen percent of the 141 respondents to the survey of corporate risk managers and actuaries by the Society of Actuaries, … Continue reading →

Posted in Charts, China, Crude Oil, Geopolitical | Tagged , , , , | Leave a comment

Chart of the Day: Components of the Gasoline Price

Posted on March 4, 2011 by macromon

Traveling in California today we witnessed $4.00 gas and prompted us to think what makes up the price.  We constructed the following chart from a U.S. Energy Information Agency (E.I.A.)  time series. Notice in May 2001 the crude component of a … Continue reading →

Posted in Cartoon of the Day, Commodities, Crude Oil | Tagged | 8 Comments

The Tax on Consumers of Higher Gas Prices

Posted on March 2, 2011 by macromon

We want to re-post our gas price sensitivity matrix, which illustrates how various prices will impact individual consumers given their average miles driven per day.  We had to make an assumption on the automobile’s gas mileage so we took the … Continue reading →

Posted in Crude Oil, Economics, Electric Vehicles | Tagged , , | 11 Comments

Saudi stocks flop, gold rocks as US weighs action in Libya

Posted on March 1, 2011 by macromon

Debka reports the U.S. naval and air fleet is repositioning around Libya for potential “hit-and-run” raids to cripple Qadaffi’s air capability.  This isn’t new news, but we’re wondering out loud if the Saudis have been consulted and are on board. … Continue reading →

Posted in Black Swan Watch, Commodities, Crude Oil, Geopolitical, Global Stock Performance, Gold, Politics | Tagged , , , , , , | 1 Comment

Chart of the Day: Destination of Libya’s Oil Exports

Posted on February 24, 2011 by macromon

(click here if chart is not observable)

Posted in Crude Oil, Energy, Geopolitical, Uncategorized | Tagged , , | 2 Comments

U.S. Dependent on Middle East Oil? Think Again.

Posted on February 24, 2011 by macromon

Given the unrest in the Middle East we’re hearing a lot of noise these days about how the U.S. is totally dependent on oil imports from that region of the world.   The data, however, does not confirm these assertions. We … Continue reading →

Posted in Crude Oil, Politics | Tagged , | 23 Comments

Nonlinear Thinking: The New Breakevens

Posted on February 23, 2011 by macromon

With crude oil now officially back over $100 it’s our sense that markets will begin an intense focus on electric vehicles (EV).     Rather than TIPS, the new breakeven obsession will be at what price of gasoline does an electric vehicle … Continue reading →

Posted in Clean Tech, Crude Oil, Electric Vehicles, Nonlinear Thinking | Tagged , , | Leave a comment

Sensitivity Analysis of Higher Gas Prices

Posted on February 22, 2011 by macromon

We‘ve constructed the following cheat sheet to give a sense of how higher oil and gas prices will impact the pocketbook of individual consumers and families given various gas prices and average miles driven.   Of course, much depends on the … Continue reading →

Posted in Commodities, Crude Oil | Tagged , , | 2 Comments

US warships box in Iranian flotilla – Debka

Posted on February 21, 2011 by macromon

Seems like all hell is breaking lose in the Middle East.  Debka is reporting, …Iranian warships found themselves cheek to jowl with a major concentration of America naval might piling up in the Red Sea and Suez and were not … Continue reading →

Posted in Commodities, Crude Oil, Geopolitical | Tagged , , , | Leave a comment