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Gas

  • Oil, Climate Change, sustainability, Gas, ESG,
    July 2, 2024

    Beryl and Potatoes – Canaries in a coal mine.

    Beryl is the fastest, strongest and earliest hurricane to hit the Caribbean. The price of the humble potato will see substantial inflation as miserable harvests come in. What do these two apparently unconnected events tell us about inflation and risk?

    read more
  • Oil, Climate Change, sustainability, Gas, Inflation, Government Policy,
    March 25, 2024

    ESG and Climate Change may be unfashionable. Climate Change has not gone away.

    Assets Managers have gone quiet on ESG and Sustainability, under pressure from sceptical money and investors bored by climate change. That doesn’t mean the problem has gone away. The risks and the consequences for markets and prices remain enormous.

    read more
  • Political risk, Bank of England, Climate Change, Gas, UK, Economy, Energy, Government Policy, Green Energy,
    September 20, 2023

    U-Turn on Net-Zero Raises Serious UK Market Risks

    Rishi Sunak’s U-Turn on Net Zero is politically expedient, but raises serious long-term questions about the investibility of the UK economy and its place in the world, but… hey, it might just win them some votes (just don’t let your kids know!)

    read more
  • Central Banks, Political risk, Oil, Gas, Debt, UK, Capitalism, stagflation, Economy, Inflation, Energy, USA,
    September 6, 2023

    Deflation or Stagflation – we’re at risk!

    Markets are at an inflection point: bonds are more attractive, but credit risks rise in a deflationary bust? Or should higher oil prices remind us what triggered inflation, and raise the risk of consequential Stagflation!

    read more
  • Political risk, Politics, Gas, UK, Capitalism, Economy, Energy,
    October 6, 2022

    The UK Fire Sale Highlights National Value, And Time For Change to Monetise Our Value!

    The UK is not bust or broke. Smart investors are actively looking for bargains in the wake of the Trusster**ck. Its time for change to monetise the value of the UK for the UK!.  

    read more
  • Gas, UK, Market Crash, Geopolitics, China, Energy, USA, Russia,
    September 14, 2022

    China and Russia – what will Putin get?

    Stock markets may be crashing on inflation fears, but watch the Putin Xi summit in Samarkand tomorrow as the critical event this week. Is China prepared to reinforce Putin’s failure – and what does that mean in terms of risk?

    read more
  • Central Banks, Political risk, Financial Crisis, Gas, ECB, Global Growth, Ukraine, Brexit, Debt, UK, Capitalism, stagflation, Economy, Europe, Market Crash, Inflation, Government, Energy, Italy, Recession, interest rates, USA, Russia, Germany,
    September 7, 2022

    Things are never as bad as you fear… are they?

    The news looks bleak. A cataclysm of gloom is set to sink Europe and the UK – but, maybe things aren’t as bad as we think. Good news and a realisation things can get better could stabilize sentiment, and build a recovery base. Maybe?

    read more
  • Oil, Gas, ECB, stagflation, Europe, Geopolitics, Energy,
    August 15, 2022

    Winter is coming for Europe as Stagflation and Energy Crises are Set to Bite.

    Winter is coming as soaring gas prices are set to bite across Europe. Putin’s energy insecurity strategy has proved his major success and could yet win him the Ukraine War. Stagflation is nailed on it Europe.

    read more
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categories

  • Comment & Miscellany
  • Banks
  • Commodities
  • Currency
  • Debt
  • Equities
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  • Geopolitics
  • Gold
  • Government
  • Industry
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  • Property
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The Morning Porridge is not investment advice. It is market commentary based on discussions and information gathered from multiple sources believed to be reliable. No guarantee is given for its accuracy or completeness. It is not an offer to buy, sell or solicit investments or securities. The author may have a position in companies or institutions discussed in this commentary.

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