peak resources

You have strong growth in emerging markets offset by weaker growth in the developed economies. Who wins this battle? For now, EM is winning and that is bullish for commodities over the near-term.

"I hope that silver goes down for a while because it was turning into a parabolic move, every parabolic move ends badly, I hope that silver and all commodities continue to go up with normal corrections along the way and in 5 or 10 years,…

Grantham: "The world is using up its natural resources at an alarming rate, and this has caused a permanent shift in their value. We all need to adjust our behavior to this new environment. It would help if we did it quickly."

You have probably seen the headlines on the natural gas accident in Pennsylvania. Chesapeake Energy, the largest natgas driller reported on Tuesday that one of its wells in Bradford County, Pennsylvania was uncontrollably spilling thousands…

From the International Business Times and Andy Lees at UBS: Reports that central China's Hubei province has joined a growing list of regions facing coal shortages with a warning that it is very likely to start power rationing later this…

Here's a fabulous look into the political economy of oil by Andy Lees. His view is that the era of cheap oil is over. But, more than that, natural resources as a whole are increasingly dear. And a world of dwindling natural resources has…

This morning's note from UBS' Andy Lees addresses something about which I am sceptical regarding the escalating Libyan conflict: global spare oil capacity. I am in the same camp with Jeremy Grantham. Call it peak resources, peak oil,…

Let me pass on this morning's note from Andy Lees regarding the future of nuclear energy. Andy writes: Reuters highlights that the Obama administration wants Congress to boost loan guarantees from USD18.5bn to USD55bn to help build a…

Andy Lees writes: https://www.energybulletin.net/node/11901 suggests that Norway is sitting on 3trn tons of coal on the Norwegian shelf which compares with today’s 900bn tons of proven world reserves. “By injecting oxygen we can…

This note from UBS' Andy Lees this morning points to peak oil/peak resources as a consideration in the ongoing troubles in the Middle East. Andy writes: Just a few quick figures on African oil production. Libyan production, according to…