The Great Debate

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

cr_lrg_108_jamessaft1.jpg

- 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 –

from Commentaries:

CFTC prepares to recant speculators’ influence

July 29, 2009

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

Like Archbishop Thomas Cranmer before he was burned at the stake for heresy, the U.S. Commodity Futures Trading Commission (CFTC) seems about to make a dramatic recantation.

from The Great Debate UK:

Squandered oil wealth, an African tragedy

July 9, 2009

arvind ganesan-Arvind Ganesan is the Director of the Business and Human Rights Program at Human Rights Watch. The opinions expressed are his own.-

from The Great Debate UK:

Wiwa v Shell: The day of reckoning

June 10, 2009

Ben Amunwa-Ben Amunwa is a campaigner with oil industry watchdog Platform, where he runs Remember Saro-Wiwa, a project that uses art and activism to raise awareness about the impact of the oil in the Niger Delta. The opinions expressed are his own.-