Our View

US Sanctions on China Will Depress Crude Prices

China's resulting reduction in purchases will result in falling prices. Click here to read more.

China Rare-Earth Embargo Could Slow Oil-Market Growth

The embargo could impact oil more severely than the 1973 Arab embargo (see graph). See Notes at the Margin for more on this.

Stein's Law: Implications for Oil and the Economy -- "If something cannot go on forever, it will stop."

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