Posts Tagged ‘ Energy ’

Revolving Debt Cheap Energy Economy on Its Knees

Jun 8th, 2009 | By | Category: Energy, Featured, Macro Economics
Through the tangle of green shoots and sprouting mustard seeds, a certain nervous view persists that the arc of events is taking us to places unimaginable.  The collapse of General Motors and Chrysler signifies more than the collapse of US car manufacturing.  It spells the end of the motoring era ...read more


Heavy Oil Becomes More Appealing As Light, Sweet Crude Runs Out

Jun 3rd, 2009 | By | Category: Featured, Oil
When most people think of oil, they think of light, sweet crude that comes up out of little holes in the ground. You describe oil by its API gravity. For example, oil like Brent crude or West Texas Intermediate has an API gravity of 38-40. The oil that Col. Drake ...read more


Gold, Climate Change and the Cap-and-Trade Revolution

May 28th, 2009 | By | Category: Energy, Featured, Gold
Last week, I spent a full day in a seminar on climate change. It was a totally sober and professional seminar, sponsored by a group that specializes in continuing legal education for attorneys. I heard talks by a variety of lawyers, academics and regulators, mostly about how “the train has ...read more


The Real Causes of Depression

Feb 6th, 2009 | By | Category: Energy, Featured, Macro Economics
Let's dispense with the usual recap of bad news today and go straight to more important matters, like the weather. "Is that rain?" asked a co-worker the other day. "No. It's the sound of leaves blowing down the street," we speculated. And it was. Huge drifts of leaves have accumulated on the footpaths in ...read more


Unwinding Complexity and the Collapse of Societies

Feb 3rd, 2009 | By | Category: Energy, Featured, Politics
I was in New York City recently for some meetings. I was walking around Lower Manhattan and -- in a city that large -- by chance bumped into an old Navy buddy who now works for the National Transportation Safety Board (NTSB). The NTSB ball cap gave him away. He ...read more


Whither the Oil Markets

Dec 29th, 2008 | By | Category: Featured, Oil
“Global Demand for Oil to Plummet,” screams a recent Financial Times headline.   Huh?  No it won’t.  Who are they trying to kid? Global oil demand is not going to “plummet.”  And for the FT to say so is just plain silly, if not irresponsible.  OK, I know.  There’s an old saying ...read more


An Alien Tree-Hugger Scoffs At Earth’s Governments

Dec 23rd, 2008 | By | Category: Energy, Featured, Politics
This past weekend saw the debut of a remake of the classic 1951 film The Day the Earth Stood Still. The original movie was so good that I don’t know why anybody really thought it necessary to make a new version. But much of modern culture has turned into a ...read more


Falling Prices and Scarce Energy

Dec 16th, 2008 | By | Category: Featured, Gold, Investing Strategies, Macro Economics, Oil
Lately I’ve been discussing concept of scarcity in the energy and natural resource sectors. In one recent note, I discussed how the idea of scarcity has transformed from a “geological” basis to an “above ground” basis. In another note I discussed how the financial system of the world has broken ...read more


Running a Car on Salt Water

Jun 26th, 2007 | By | Category: Emerging Markets
A new method to separate hydrogen and oxygen atoms in water has been discovered by Ohio inventor John Kanzius. This video has been making the rounds, but most who have seen it are skeptics. I think it's worth a look. Separating hydrogen and oxygen from water economically has been one of ...read more


Bakhtiari’s Event of the Century

Apr 24th, 2007 | By | Category: Oil
I HAVE RECEIVED more correspondence from Ali Samsam Bakhtiari of Tehran, Iran. I want to bring Dr. Bakhtiari's important work to the attention of the readers of Whiskey & Gunpowder. Ali Samsam Bakhtiari I wrote about Dr. Bakhtiari last August, when Whiskey & Gunpowder published a set of articles that I wrote ...read more