Macro Outlook for 2016

By Chris Nelder, originally published by Energy Transition Show

January 28, 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

On Twitter: @GregorMacdonald
On the Web: TerraJoule.us and Gregor.us

Taping date: January 13, 2016

Links

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)

Chris Nelder

Chris is an energy analyst, journalist, and investor, who consults and lectures on energy investing and policy. During a decade of studying energy, he has written two books on investing and energy Profit from the Peak and Investing in Renewable Energy, as well as over 900 blog posts and articles.

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