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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