Macro Outlook for 2016
A full-spectrum romp through the macroeconomic context: Stock markets; oil and gas prices; coal’s collapse; the difficult LNG export market; what commodities are telling us about the health of the global economy; trends in oil and electricity demand and electric vehicles; currency valuations and trends; the outlook for renewables; and much more!
Geek rating: 6
Guest: Gregor Macdonald, Independent energy analyst and publisher of the TerraJoule newsletter
Taping date: January 13, 2016
Gregor Macdonald: After Great Pain a Formal Feeling Comes for Coal (Dec 15, 2015)
Gregor Macdonald: Energy Constructors, January issue of TerraJoule.us (Jan 2, 2015)
Jeremy Grantham, GMO: The race of our lives (April 26, 2013)
Taylor Kuykendall, SNL: ‘End of an Era’: Arch joins list of nearly 50 coal bankruptcies since 2012 (Jan 11, 2016)
Matt Piotrowski, The Fuse: All Is Bearish In The Oil Markets To Start 2016 (Jan 7, 2016)
Nick Cunningham, OilPrice.com: 27 Billion Barrels Worth of Oil Projects Now Cancelled (Jan 14, 2016)
Jeremy Leggett: Act de Triumph (Dec 14, 2015)
Chris Nelder & Market Dyson, RMI: Nevada, Previously a Solar Leader, Shutters its Residential Rooftop Market (Jan 15, 2016)
Chris Nelder & Mark Silberg, RMI: Congress Just Extended the PTC and ITC: What You Need to Know (Dec 22, 2015)
Chris Nelder: Economic Theory and the Real Great Contraction (Oct 2011)
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