Natural Gas

China's Maritime Strategic Realignment

"Whether the United States decides to stand in the way of China’s growth or chooses to participate more constructively in a mutually beneficial relationship is yet to be determined. Without a doubt, China has set its course and will not deviate from this course unless some overwhelming force is brought to bear."

The Petrodollar Is Under Attack: Here's What You Need To Know

"The evidence continues to show that the USDollar is slowly being eroded... and that as these adversarial countries make these developments in unison, there appears to be little the US can do without risking an all-out world war..."

Frontrunning: September 19

  • Markets Brace for Fed’s Big Move: The End of Easy Money (WSJ)
  • Senate GOP Has 12 Days to Repeal Obamacare and No Room for Error (BBG)
  • Senate GOP Considers a Trillion-Dollar-Plus Tax Cut for Budget (WSJ)
  • In first speech at U.N., Trump to single out North Korea, Iran (Reuters)
  • Trump to Push Nationalist Policy in First U.N. Address (WSJ)

Frontrunning: September 15

  • Dollar leaps versus yen, pound at highest since Brexit result (Reuters)
  • Several hurt in 'terrorist' incident in London (Reuters)
  • North Korea Puts Guam in Range With New Missile Launch Over Japan (BBG)
  • U.N. Security Council to meet after North Korea fires another missile over Japan (Reuters)

India's Energy Crisis Just Went "Super Critical"

Local media reported this week that India’s power generators are seeing a sudden surge in natgas buying, with ten major power plants classified as “critical”, with less than seven days of coal stocks... and five of those being “super critical” with less than four days of coal supply.

What Fiduciary Duty? San Fran Politicians Try To Force Pension To Dump $470MM Of "Fossil Fuel" Stocks

As if avoiding the next pension-induced global financial crisis weren't hard enough, the San Francisco Board of Supervisors seems hell bent on forcing their public pension board to completely ignore their fiduciary duty to retirees (and all taxpayers, frankly, as we'll all be left holding the bag when these ponzi schemes implode) and immediately dump all "fossil fuel" investments.

United Nations Unanimously Approves New Sanctions On North Korea

The United Nations Security Council unanimously adopted new, stepped-up sanctions on Monday afternoon against North Korea after the U.S. drastically watered down its original sanctions proposal in an attempt to win the endorsement of China and Russia.

Frontrunning: September 11

  • U.S. Index Futures Rise as Irma Weakens, Korea Tensions Ease (BBG)
  • Irma Weakens as It Heads Past Tampa, Cutting Damage Forecast (BBG)
  • As Hurricane Irma heads toward Florida, U.S. military launches amphibious relief efforts in the Caribbean (WaPo)
  • Oil weakens on fears Irma could dent U.S. demand (Reuters)
  • ‘People are roaming like zombies.’ Virgin Islands stagger after storm passes (WaPo)