Tuesday, January 03, 2006

Commodities on the rise? More Middle East Instability.

Richard Rainwater foresees a crisis in America
Richard Rainwater discusses the instability of world markets and how such instability could lead to a crash both worldwide and here at home. Of particular attention is the concept of 'Peak Oil' - have we surpassed the world's oil producing capability?

Analysts See Price of Oil Staying High in 2006
Related article.

The Future Bull Market of Commodities
An expansion on the concepts discussed by Richard Rainwater. A VERY long but indepth discussion surrounding the lack of insight into the true state of the world's natural resources. Particularly, there is a fear that oil reserves have been overstated for years - or simply no longer exist. Once this cat is out of the bag, expect problems - big ones.

Energy Security an issue in Europe?
Interesting as it relatest to the theme from the article above which mentions that 'energy security' or the willingness to security the world's energy reserves using force is the driving priority in foreign policy around the world. With the recent natural gas disruption from Russia to Europe (particularly Germany), one has to wonder. Is the EU going to invade Russia and follow in the footsteps of the US who invaded Iraq. Hmm... Europe invading Russia - when was the last time we heard that...

Oil Markets React to Russia/Ukraine Situation
Related article.

US Confrontation with Iran?
It appears the US is moving ever closer to engaging Iran. Apparently the issue at hand is the desire of Iran to enrich Uranium to be used to produce power. Most analysts dismiss this claim as a cover for a nuclear weapons program because Iran is 'known' to be the world's second-largest oil producing nation. Do we plan to attack them like Iraq - to secure energy reserves? Or, as suggested by some, have OPEC and Iran overstated remaining supplies? Maybe Iran knows that it is running out of oil and is attempting to transition to nuclear power before the crunch. The United States should take notes.

More Uncertainty Surrounding Iran and the Middle East
With the removal of Saddam Hussein, the free elections in Iraq are indicating a Shiite-led government. Does this signify the beginning of a political alignment between Iraq and Iran? Is this the beginning of an Islamic-bloc similar to the cold war Soviet bloc? Pat Buchanan discusses the need for diplomacy to win in the Middle East before it is too late.

Is Coal an Investment Opportunity?
With the recent attention due to the trapped miners in West Virginia, maybe it is time to examine coal stocks - especially if we may be facing oil shortages soon.


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