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calculatedrisk.blogspot.com - 12/8/2008

Thoughts on Oil

— calculatedrisk.blogspot.com — All year we have been discussing the potential for significant demand destruction with regards to oil -... the weaker economy and higher prices leading to less consumption in the U.S. and elsewhere, the demand impact of the Chinese stockpiling oil before ... (more) Thoughts on Oil

Commodities

Oil

Comments vote downundo vote up Economist's View found this 12/8/2008found this

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gregor.us - 12/10/2008

Simple Takes on Jobs, Economy, Stocks, and Oil

— gregor.us — 1. The trough in US jobless claims will be shown to occur between 01 NOV 2008 and... 01 MAR 2009. This four month period will reveal both a spike in jobless claims and then a recoiling from that spike as jobless claims start to seriously diminish as we ... (more) Simple Takes on Jobs, Economy, Stocks, and Oil

Commodities

Oil

Comments vote downundo vote up Todd Sullivan's - ValuePlays found this 12/10/2008found this

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Questioning the Commodities Super Cycle
naked capitalism — ... An article in today's Financial Times keys off the downbeat oil demand forecasts from the World Bank and the US Energy Department. First, from the FT piece on the two studies, "Global demand for oil to plummet": ...

Oil demand to plunge amid recession
FT Alphaville — Global oil demand will collapse next year and commodities will not return to the highs reached this summer in the foreseeable future, according to two authoritative reports which forecast a long global recession, reports the FT. The stark conclusions came as the World Bank’s chief economist predicted that the world faced “the worst recession since the Great Depression”. The US energy department said global oil demand will fall this year and next, marking the first two consecutive years’ decline in 30 years. Meanwhile, the World Bank’s Global Economic Prospects report said the ...

Words from the (investment) wise 12.15.08
The Big Picture — ... ended. As many point out, the main drivers of what many have come to see as a commodities super-cycle - such as strong pent-up demand in emerging countries and supply constraints caused by a lack of investment over the past 20 years, along with the rise in resource nationalism - are intact. The current drop is, in the words of one senior mining executive, a ‘reset’ of the boom, not the end of it. Prices will rebound, in this view, and continue rising.” Click here for the full article. Source: Javier Blas and Krishna Guha, Financial ...