Publications: Notes at the Margin
This is the Way the World Ends (November 28, 2011)
This report discusses the potential market impacts of four different factors: the deteriorating financial situation in Europe, the effect of MF Global's demise on trading, the possibility of a disruption of Iranian oil supplies, and the growing gasoline revulsion in the United States. It also proposes a change in energy security strategy: replacing crude oil in the US Strategic Petroleum Reserve with diesel fuel.
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- Notes at the Margin
- Thirty to Forty US Refineries Must Close...
- Understanding Markets (May 7, 2012)
- Exercises in Economic Game Theory (April...
- Recalibrating Thinking for Lower Demand ...
- Manufacturing Inexpensive Natural Gas in...
- Gasoline Market Conditions Suggest Brent...
- Market Power and Crude Prices (April 2, ...
- On a Persian Gulf Disruption, Motiva's P...
- Expanding Cushing Storage Raises Cash Pr...
- Petroleum's Many Front War (March 12, 20...


