Natural Gas

Frontrunning: July 21

  • Euro surge to two-year high prompts stocks pause (Reuters)
  • Short Sellers Give Up as Stocks Run to New Records (WSJ)
  • U.S. toughens stance on foreign deals in blow to China's buying spree (Reuters)
  • Trump team seeks to control, block Mueller’s Russia investigation (WaPo)
  • Trump Would Set Off a Chain Reaction by Trying to Fire Mueller (BBG)

Navigating Through The Storms: "I'm Losing My Sense Of Outrage"

"My frustration and disillusionment with a world gone mad has begun to affect my mental state. I’m losing my sense of outrage which has driven me to write for the last nine years. It isn’t worth the expended energy when it will change nothing. I’m resigned to the inevitability of economic collapse. It’s just a matter of when."

Trump: "Putin Would Have Been Happier With Hillary" And Her "Decimated Military" And "Wind Mills"

"As an example, if Hillary had of won, our military would be decimated.  Our energy would be much more expensive.  That's what Putin doesn't like about me.  And, I say 'why would he want me?' Because from day 1 I wanted a strong military, he doesn't want to see that. We're going to be exporting energy.  He doesn't want that.  He would like Hillary...where she wants to have wind mills."

Frontrunning: July 13

  • Feuding U.S. Senate Republicans to get revised healthcare bill (Reuters)
  • Draghi May Address Future of ECB Stimulus at Jackson Hole (WSJ)
  • BOJ seeks to tamp down speculation on tapering (Nikkei)
  • Iran’s Stature Grows as Rivals Quarrel (WSJ)
  • China June Trade Data Buoyed by Robust Demand at Home and Abroad (BBG)

Frontrunning: July 12

  • Yellen to Address Interest Rates, Balance Sheet (WSJ)
  • Stocks Rebound as Dollar Dips on Trump Revelations (BBG)
  • Trump Jr.'s Russia emails could trigger probe under election law (Reuters)
  • Trump Jr. Emails Fan the Flames of Russia Probe (WSJ)
  • Trump’s Credibility Dealt Blow by His Son’s Emails (BBG)

Suicide By Stupidity

"[the media] is doing great harm to an already badly-educated, misinformed, economically distressed, drug-addled American public. It also looks like plain old war-mongering..."

Washington And Berlin On A Collision Course

Trump and Chancellor Angela Merkel will definitely be on a collision course at the G-20, with Merkel emphasizing discussions on climate change, refugees and no trade protectionism, much to Trump’s disgust. The Russia sanctions bill just adds to the unholy mess. Expect a lot of fireworks “celebrating” those bilaterals in Hamburg.

The Global Oil Demand Driver That Is Being Ignored

One of the hottest debates today is over the prospect of peak oil demand: whether or not electric vehicles along with general trends towards more fuel efficiency will ultimately lead to a peak and decline of total oil demand worldwide. But the conversation often overlooks the role that heavy trucks and freight play in driving demand.

Frontrunning: July 5

  • U.S. Warns North Korea It’s Ready for War Over Missiles (WSJ)
  • U.S., South Korea stage show of force against North Korea (Reuters)
  • UN to Meet on North Korea as U.S. Confirms Rocket Was ICBM (BBG)
  • Trump talks tough, options limited (Reuters)
  • North Korea, Putin Meeting Top Agenda For Trump’s Tripa (WSJ)

Trump Hopes To Quietly Steal Putin's Natgas Business In Europe

Trump will use fast-growing supplies of U.S. natural gas as a political tool when he meets in Warsaw on Thursday with leaders of a dozen countries that are captive to Russia for their energy needs. The US presidnet will tell the group that Washington wants to help allies by making it easy for U.S. companies to ship more LNG to central and eastern Europe.