Category Archives: Energy

Stratfor: Georgian Energy Policy and Political Divisions

Posted on May 7, 2013 by macromon

Stratfor Eurasia Analyst Eugene Chausovsky discusses the possibility that Georgia could resume imports of Russian natural gas, one example of the many emerging rifts in Tbilisi. For more analysis, visit: http://www.Stratfor.com (click here if video is not observable)

Posted in Energy | Tagged , | 1 Comment

Chart of the Day: Components of the Gas Price

Posted on February 19, 2013 by macromon

(click here if chart graphic is not observable)

Posted in Currency, Energy | Tagged , , , | 8 Comments

Gas expenditures as % income at 30-year high

Posted on February 19, 2013 by macromon

Paid over $4.00 a gallon this weekend.  This high this early in the year brings the gas price back on the macro radar screen. The EIA notes, Gasoline expenditures in 2012 for the average U.S. household reached $2,912, or just … Continue reading →

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

Trends in U.S. Energy Trade

Posted on November 29, 2012 by macromon

These charts from the EIA look very promising and illustrate why many are so lathered up over U.S. medium and long-term economic prospects.   Here’s to hoping the politicos don’t screw it up. Click on chart to enlarge and for … Continue reading →

Posted in Energy, Geopolitical | Tagged , , | 1 Comment

Uncorrelated Markets, NOT!

Posted on September 9, 2012 by macromon

Can’t you see the benefits of diversification with a basket of the S&P500 and the German DAX?  OK, maybe you get a currency hedge.  Stunning though how the global equity risk premium is, well, so global.   We believe the massive … Continue reading →

Posted in Energy, Germany | Tagged , , , | Leave a comment

Factoid of the Day: The New Energy Hogs

Posted on August 7, 2012 by macromon

A single Google search takes about as much power as turning on a 60 watt light bulb for 17 seconds, and server farms now use at least 1.5 percent of the world’s electricity.    –  Popular Science

Posted in Energy, Technology | Tagged , , | 3 Comments

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

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 →

Posted in Commodities, Crude Oil, Energy, Uncategorized | 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

What the ‘frack is ‘fracking’? – GPS

Posted on March 31, 2012 by macromon

Good stuff from Fareed Zakaria’s GPS blog.  He argues that the rise of “shale gas is shaping up to be the biggest shift in energy in generations”  and, More important, the United States has become the world’s low-cost producer of … Continue reading →

Posted in Commodities, Energy, Geopolitical | Tagged , , , | 1 Comment