Tag Archives: Natural Gas

  • Insider
    Chip shortage

    Massive Shortage ALERT

    Pay attention to the data, not the narrative
    by Chris Martenson

    Monday, November 1, 2021, 6:53 PM

    101

    The purpose of this ALERT is to warn you that the supply chain disruptions are getting worse, at least in the US and Europe, and to maybe prod you to set some time aside to pre-buy some things you might need.

    The larger concern I have is that some form of tangled mess will result that becomes quite difficult to unravel due to the complexity of the supply chains.  If some upstream component can be made because some downstream component can’t be made, then there’s the possibility of a circular logic error.  You need to make A before you can make B and you need B to make A.

    The largest concern I have – although I’ve had it for a long time and it hasn’t happened yet – is that the financial ““markets”” will finally overwhelm the market proppers and jammers and come crashing back down to their actual risk-adjusted levels (far lower) and possibly overshoot those levels to the downside.

    If that happens, then we’ve got a long and very difficult period of time in front of us.  Nobody wins, not even the Elites, although the pain will certainly not be shared equally.

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  • Blog
    Episode 029 Part 1

    Winter is Coming

    A global energy crisis spreads
    by Chris Martenson

    Tuesday, September 28, 2021, 5:45 PM

    36
    The policy responses to Covid have been awful, but those failures are utterly dwarfed by the energy and supply chain policy inactions that are bringing us into a very dark winter.
    While COVID-19 has occupied a lot of our intellectual and emotional energy over the past year and a half, energy and material shortfalls are far more likely likely to seriously impact your life.  I alerted this channel to the energy issues last June, and sent out an ALERT over a week ago to my Insider members. I stand by the urgency of those messages even more now.

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  • Podcast

    Bethany McLean: Saudi America

    The truth about fracking & how it's changing the world
    by Adam Taggart

    Friday, March 1, 2019, 1:37 PM

    6

    For years now we've been covering the false promise of the American shale oil “miracle”.

    Yes, it has extracted a lot more oil out of American soil that most thought possible. But at an economic loss. And at great environmental cost.

    If the shale drilling companies can't make any profit, either when oil prices are high or low — why are we still pursuing shale deposits so aggressively?

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  • Insider
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    G7 Nations Agree To Phase Out Fossil Fuels

    Is this news for real?
    by Chris Martenson

    Tuesday, June 9, 2015, 3:20 PM

    21

    Yesterday saw a promising headline: at a recent G7 gathering, the leaders apparently agreed to the impossible: cutting carbon emissions by 40%-70% by 2050.  The only real way to do this, obviously, is to cut the use of fossil fuels. And that’s what they apparently agreed to do.

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  • Insider
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    Russian Energy Sanctions Will Bite Europe

    And possibly the world
    by Chris Martenson

    Tuesday, September 16, 2014, 6:44 AM

    11

    For several months now, we've been running with the hypothesis that Russia would wait until fall arrived and then begin to crimp off EU gas, possibly even just cutting it off.

    Well, even though fall is still officially a few days away, Russia has begun to retaliate, subtly, by diminishing the flows of gas to several European countries.

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  • Insider
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    The Trouble With Natural Gas

    The current 'bonanza' isn't nearly as good as promoted
    by Chris Martenson

    Tuesday, August 26, 2014, 12:56 AM

    20

    One of the areas where there's an overblown amount of overtly politicized and outrageously propagandized information is shale natural gas (NG).

    The US, for obvious geopolitical reasons, would love to supply Europe with NG and cut out Russia. But as we'll soon see, the basic facts just don't back up that desire just yet.

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  • Insider
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    Why Demand Will Become Even More Scarce

    Prospects for disinflation in 2014
    by Gregor Macdonald

    Tuesday, April 22, 2014, 5:14 PM

    20

    Executive Summary

    • Anemic employment & wages growth depresses the odds of near-term interest rate hikes
    • Why energy costs increases are experiencing a lull, keeping inflation lower than many expected
    • The demographic arguments for deflation
    • Why the US is becoming more vulnerable to a repricing of natural gas — vs oil — in the coming decade

    If you have not yet read Part I: When Every Country Wants to Sell, Who Buys?, available free to all readers, please click here to read it first.

    The most recent US jobs report was once again a disappointment, despite the headline number of 192,000 jobs created. Over the past two years, the economy has reliably created about 150,000 jobs per month. This has been just enough to keep up with population growth, but alas, not enough to put the long-term unemployed back to work. The concerning data in the report came in the details of the jobs created: as usual–and this has been a trend for several years now–mostly in the lower wage sectors. A few wrap-up tweets from Dan Alpert of Westwood Capital summed up the facts rather nicely:

    Other notable observations from recent trends in US jobs reports include the fact that job creation in 2013 was no higher than in 2012. Not exactly an encouraging trend for those who would be looking for inflation risk, or strong growth in 2014.

    But perhaps worst of all has been the number of workers leaving the workforce. Part of this can be explained, of course, by demographic retirements. It’s no secret that the US has an aging population, and there’s a bulge of retiring workers that will admittedly create some gaps in the labor market over the next decade. But the large numbers of workers exiting the workforce is also explained by discouraged workers, and that unemployment benefits for many have started running out.

    What many in the public do not understand, is that workers taking unemployment checks are counted as active seekers of employment. They are added to the composition of the workforce, and when they continue to take unemployment checks but do not find work, they serve to keep the unemployment rate elevated. But when unemployment benefits expire, and workers leave the workforce, the unemployment rate may…

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  • Blog
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    US Gas Will Never Replace Russian Gas For Europe

    Economically & energetically implausible
    by Chris Martenson

    Friday, April 18, 2014, 8:10 PM

    32

    Recent entreaties by various US politicians to help wean Europe off of Russian gas are simply preposterous.  The numbers don't add up, and they never will.

    Let's begin with the facts:

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  • Insider
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    Off the Cuff: The Ukraine Powderkeg

    We're playing for higher stakes than make sense
    by Adam Taggart

    Friday, April 18, 2014, 1:22 AM

    26

    In this week's Off the Cuff podcast, Chris and Mish discuss:

    • The Ukraine Powderkeg
      • US policy is unrealistic & hypocritical
    • It's All About Resources
      • Expect more Ukraines as world powers increasingly compete
    • Government Overstep
      • At what point is too far "too far"?
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  • Blog
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    What If Nations Were Less Dependent on One Another?

    The Case for Autarky
    by charleshughsmith

    Wednesday, January 15, 2014, 8:13 PM

    12

    Autarky is more than a ten-dollar word for self-sufficiency, as it implies a number of questions that “self-sufficiency” alone might not.

    The ability to survive without trade or aid from other nations, for example, is not the same as the ability to reap enormous profits or grow one’s economy without trade with other nations. In other words, 'self-sufficiency' in terms of survival does not necessarily imply prosperity, but it does imply freedom of action without dependency on foreign approval, capital, resources, and expertise.

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