Category Energy

Blain’s Morning Porridge Alternative Assets Bitcoin Bonds central banks China Debt ECB Energy European Sovereign Credit Financial Assets Future geopolitics Government Policy Inflation interest rates Investing lithium Markets Oil Political risk stagflation Tech

A series of unpredictable things that might or might not happen in 2022!

Occasionally the Morning Porridge strikes a lucky insight on markets – this morning here are some thoughts on how 2022 markets and events may or may not develop. If they occur I shall hail myself an investment genius. If not, can we quietly forget them?

2022 Predictions and Outlook, ARK and Bitcoin, VSI - Tesla
Bill Blain
January 14, 2022
7

Blain’s Morning Porridge Capitalism China Energy Political risk Trump USA

Omens and Signs – what lies ahead?

Lots of small signals, rising rates, a tech wobble, Covid vs freedom, China’s Covid crisis and the anniversary of the Capitol riot make for a rich stew of confusion in today’s markets!

Capitol Riot, Covid in China, Energy Crisis
Bill Blain
January 6, 2022
3

Blain’s Morning Porridge Covid Energy ESG Inflation Markets Tesla

Covid is dead. Energy is the new crisis.

Markets are welcoming victory versus COVID, but the next crisis is upon us: Energy instability. The consequences could be dramatic..

Covid, Covid Economic Risks, Energy Crisis
Bill Blain
January 4, 2022
10

Blain’s Morning Porridge Climate Change Energy ESG Global Growth Green Energy

Christmas Special Number 1: Energy Transition and Why We Should Not Panic..

Climate Change and Energy Transition is one of the great challenges to capitalism and market economies – but there is no reason to fear it. Its complex, but infinitely solvable. The technologies exist to achieve carbon neutrality by 2050 at a cost far less than doomsters fear.

Climate Change, Energy Transition, Net Carbon Zero
Bill Blain
December 21, 2021
20

Blain’s Morning Porridge Covid Energy stagflation

The Omicron Economic Threat

Lockdowns and travel restrictions highlight the economic damage Omicron has done to the whole European Economy. Corporate resilience will be severely tested – whatever governments decide. The likelihood of stagflation has risen, but markets are likely to benefit from buy-the-dip mentality as investors weigh-up renewed government support if/when it turns nasty!

Blain’s Morning Porridge Bonds China Debt Economy Energy Equities geopolitics Inflation stagflation Stocks Supply Chains USA

2022 Outlook – Politics will be a worry, but Credit will be the Big Risk

Let me present a list of things to worry about next year. Inflation, US and China growth, Stagflation, Central Banks, Stocks, Climate and Equality, etc, etc.. But the big risks will be the consequences of US Politics and a Liquidity Meltdown in the Credit Markets.

Outlook for 2022
Bill Blain
December 14, 2021
8

Blain’s Morning Porridge Bonds central banks Climate Change Debt Energy

Market Judders As a Bleak Winter Begins

Did you feel markets judder when Powell spoke? The mood has changed as markets wake up to the danger Central Banks might just start doing their jobs. As Winter begins, Europe faces a bleak energy crisis of its own making. My solution? Buy a generator!

Bleak Winter Outlook, Energy Crisis, Market Judder
Bill Blain
December 1, 2021
6

Blain’s Morning Porridge Energy Inflation stagflation

Fraxious Markets, Real Inflation Fears, and Opportunity!

Fraxious markets as stocks wobble, fears rise, energy prices spike; what’s to worry about? Preparing for inflation would be one thing – but being ready for opportunity is another!

Inflation, Market Fears, Opportunity, Stagflation
Bill Blain
October 5, 2021

Blain’s Morning Porridge China Energy Markets USA

Part 1: What to fear most? Markets? Energy? America or China?

October is the cruellest month for markets. What to fear most? Markets? Energy? China? or America? Or will it be a “no-see-um” that sinks us?

Blain’s Morning Porridge Energy ESG Europe UK

The Looming Energy Crisis: People Are Going To Die This Winter

Porridge Extra – 30th September 2021: The Looming Energy Crisis: People Are Going To Die This Winter For many months…

Militant ESG has become the biggest threat to solving climate change and energy transition
January 21, 2022
It’s easy to say no to an investment likely to generate hostile news. It’s simple to go along with increasingly Militant ESG rhetoric on gas to avoid negative headlines. But - we will fail to reach Carbon Net-Zero unless gas remains part of the transition equation and governments get a grip on energy strategies.Read More »
China easing rates triggers economic divergence, and highlight potential distortion risks
January 20, 2022
As the West reopens, China’s lockdowns remain draconian. It has eased rates on the back of growth concerns. The result is growing monetary divergence, and China looks set to go down the same monetary experimentation route the West is now trying to reverse.Read More »
Global Travel may reopen – but just how uncertain is the outlook for aviation?
January 19, 2022
Airlines are likely to get a knee-jerk boost when global travel reopens post pandemic, but the outlook facing the aviation sector in terms of balance sheet shattered airlines, struggling aircraft manufacturers, reluctant consumers and a glut of older aircraft has seldom been so uncertain. Yet, in times of confusion there is opportunity!Read More »
Covid isn’t over yet and its changing the ways consumers behave
January 17, 2022
How much has Covid changed people, markets and the way the global economy works? The event has triggered significant phycological, behavioural and expectational changes across society, and we can only guess how they will ultimately play out in terms of consumption and politics. It ain’t over till it’s over!Read More »
A series of unpredictable things that might or might not happen in 2022!
January 14, 2022
Occasionally the Morning Porridge strikes a lucky insight on markets – this morning here are some thoughts on how 2022 markets and events may or may not develop. If they occur I shall hail myself an investment genius. If not, can we quietly forget them?Read More »