Category Archives: Energy

The Widow Maker

Posted on January 8, 2012 by macromon

What energy crisis?  And why doesn’t our electricity bill come down with the price of natural gas? The BTU equivalent price of a barrel of crude oil relative to natural gas is now around $16.60 versus the $100 where crude … Continue reading →

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

Input Costs of the iPhone

Posted on October 12, 2011 by macromon

Great graphic constructed by Mobile Phone Tracker coming to us via Nicholas Jackson of The Atlantic.    We were surprised that only $7.00 goes to Foxconn to manufacture each unit.   Here are some of Jackson’s favorite “facts and figures” … Continue reading →

Posted in Apple, Economics, Energy | Tagged , | 1 Comment

Trannie Swan Dive to Take Down Crude Oil

Posted on August 2, 2011 by macromon

The Dow Transportation Index was down almost 4 percent today and if there is any silver lining  in the current market turmoil is that Trannies usually lead crude down, which will drop gas prices.  The chart below shows the 12.2 … Continue reading →

Posted in Charts, Crude Oil, Economics, Energy | Tagged , , , | 1 Comment

Nonlinear thinking: New Developments in Electric Cars

Posted on July 20, 2011 by macromon

Time’s Money land blog reports the following changes in the world of electric cars: 1)  Chevy Volt’s been very successful … at selling the Chevy Cruze. Fortune reportsthat in the same way drivers have been drawn to Chevy dealers to … Continue reading →

Posted in Energy, Nonlinear Thinking, Technology | Tagged , | 1 Comment

Chart of the Day: History of U.S. Energy Consumption

Posted on March 24, 2011 by macromon

At today’s closing prices, crude oil is now trading more than 4x its BTU energy equivalent price relative to natural gas.  If sustained,  which we have our doubts,  it will interesting to see how this chart develops over the next … Continue reading →

Posted in Chart of the Day, Commodities, Crude Oil, Energy | Tagged , , | 2 Comments

Nattie’s Day Has Come

Posted on March 15, 2011 by macromon

The ugly bear market in natural gas may be about to end, in our opinion.  The nuclear crisis in Japan will force policymakers to look for alternative energy sources for electricity generation and natural gas is set up perfectly. Natural … Continue reading →

Posted in Charts, Commodities, Crude Oil, Energy, Japan | Tagged , , , , , | 4 Comments

France’s Nuclear Dependence

Posted on March 14, 2011 by macromon

This is quite a revealing chart of France’s dependence on nuclear energy for electricity generation.   Especially compared to the Japan and U.S. charts we posted yesterday. (click here if chart is not observable)

Posted in Energy | Tagged , , | Leave a comment

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

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

Deep US-Saudi rift over Egypt – Debka

Posted on February 10, 2011 by macromon

Another must read from Debka.  These guys give a good inside scoop of what’s happening and explains why Mubarak is not stepping down and it’s not good, The conversation between President Barack Obama and Saudi King Abdullah early Thursday, Feb. … Continue reading →

Posted in Commodities, Crude Oil, Egypt, Energy, Geopolitical, Gold | Tagged , , | 1 Comment