The Great Debate

The darkest period before dawn?

July 12, 2010


Abandon hope all ye who enter here was the inscription written above the gates of Hell in Dante’s Divine Comedy.

from The Great Debate UK:

Facebook group defends “harassed” BP

June 18, 2010


BP’s chief executive Tony Hayward branded “the most hated man in America” may be surprised to find himself cast in the role of victim by a growing clan of web-based supporters on Facebook.

Don’t bank on return of backwardation

May 20, 2010

Many energy analysts are predicting the crude market will move into backwardation before the end of the year.

Money illusion and “real backwardation” in oil

May 17, 2010

Forward commodity prices are not properly accounting for the impact of inflation.

Weak fundamentals bite back in oil

May 12, 2010

The past month has seen weak near-term fundamentals reassert themselves over bullish sentiment about the medium-term outlook in oil markets.

Peak demand leaves refineries idle

March 1, 2010

— John Kemp is a Reuters columnist. The views expressed are his own —

U.S. refiners have emerged as the biggest losers from the previous surge in oil and push for cleaner energy. The industry’s brief golden age has swiftly given way to a prolonged dark period of adjustment and decline.

Anything but oil

December 21, 2009

kemp.jpg— John Kemp is a Reuters columnist. The views expressed are his own —

As OPEC ministers meet in Angola this week, they can congratulate themselves on a brilliant piece of market management.

Dubai will pay for Abu Dhabi aid

November 26, 2009

Alexander Smith— Alexander Smith is a Reuters columnist. The opinions expressed are his own —

Dollar faces long journey downward

October 13, 2009


– James Saft is a Reuters columnist. The views expressed are his own –

Even putting aside the spectacular but hard-to-measure risks of a financing crisis or the loss of its special status, the dollar faces really serious headwinds from boring old fundamentals.

“Dollar demise”: Inexorable but not sudden

October 6, 2009

— Neal Kimberley is an FX market analyst for Reuters. The opinions expressed are his own —