Category Archives: Crude Oil

Russian Rouble Tumbles With Oil Prices

Posted on June 2, 2012 by macromon

(click here if video is not observable)

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Stratfor: Growing Energy Production in the U.S.

Posted on May 29, 2012 by macromon

This is a huge structural change in the U.S. and global economy.  Keep it on your radar. (click here if video is not observable)

Posted in Crude Oil, Economics, Energy | Tagged , , | 2 Comments

Dude, Where Is Food and Crude?

Posted on May 28, 2012 by macromon

Now these are the tax cuts we like!   Especially because the big flop in food prices directly benefits the poor (x/ farmers) more than anyone else. Thus far, these are relative price shifts and and not a sign of general … Continue reading →

Posted in Crude Oil, Food Prices, Monetary Policy | Tagged , , , | Leave a comment

Commodities in the Kamode

Posted on May 23, 2012 by macromon

Commodities are breaking hard.  Who knows where they bounce, but it does feel a bit overdone here.  Note the chart illustrates when the CRB is this oversold — an RSI reading of around 20 — it sets up for a … Continue reading →

Posted in Black Swan Watch, BRICs, China, Commodities, Crude Oil | Tagged , , | Leave a comment

Commodities Testing Key Support

Posted on May 7, 2012 by macromon

The CRB Index looks ready to break a key support level which has held twice at around 293.  The index is heavily weighted with crude oil, which experienced an ugly reversal and was down over 6 percent last week. (click … Continue reading →

Posted in Commodities, Crude Oil, Technical Analysis | Tagged , , | 1 Comment

Crude Breaks Out of Bullish Flag

Posted on May 1, 2012 by macromon

Check out the good work from our friends over at Trend-Wise.com.  They have some excellent technical analysis of the price action in crude. (click here if chart is not observable)

Posted in Crude Oil, Technical Analysis | Tagged , , | 3 Comments

Ruchir Sharma: Breakout Nations and the Commodity Bubble

Posted on April 18, 2012 by macromon

This CNBC Fast Money interview with Ruchir Sharma is a must view.  His newly published book, Breakout Nations, also looks like a must read and is in definitely on our reading list. Sharma also has a good piece in The … Continue reading →

Posted in BRICs, Commodities, Crude Oil, Uncategorized | Tagged , , , | 6 Comments

Dow Chem CEO: U.S. Can Be An Energy Exporter

Posted on April 17, 2012 by macromon

CNN Money reports, NEW YORK (CNNMoney) — The government approved the first ever natural gas export facility in the lower 48 states on Monday, clearing the way for a project that could be a significant job creator. But critics argue … Continue reading →

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Stratfor: The International Shale Gas Industry

Posted on April 12, 2012 by macromon

As natural gas prices hit record lows in the U.S.,  Stratfor provides an excellent overview on the current state of the shale gas industry and its future. Natural gas prices have now plunged so low there isn’t a significant player … Continue reading →

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

Energy’s Grand Divergence

Posted on April 5, 2012 by macromon

Take a look at the long-term charts of crude oil and natural gas.  The historical oil-to-gas price ratio had ranged from 6:1 to 10:1 before the economic crisis.  Since one barrel of oil contains the energy equivalent of the 5.825 … Continue reading →

Posted in Crude Oil, Energy, Innovation | Tagged , , , , , , | 2 Comments