Publications: Notes at the Margin

Matter and Anti-Matter: Crude at $140 or Crude at $40 (May 21, 2012)


Some individuals believe strongly in the commodity super cycle. They see ever higher prices for crude, copper, steel, natural gas, and other commodities. These analysts and economists could be called believers in “matter” or continued growth. On the other hand, some individuals—economists mostly—think the world economy is hell bound. They envision impending global apocalypse. They see the “commodity super cycle” becoming a "super bust.” These economists could be called “anti-matter” or “anti-growth” disciples. The “growth” school of analysts sees crude prices rising to $160 per barrel by 2016. Producers may be lucky to realize $60 that year if the “anti-growth” economists prove correct.


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