Monday, March 28, 2022

"Small Trucking Companies Are Getting Squeezed by Soaring Diesel Prices"

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From the Wall Street Journal, March 25: Fuel costs have spiked at an unprecedented pace following Russia’s invasion of Ukraine, posing a c...

"Inflation Already Costing Consumers, USDA Makes Large Upward Revisions in Food Price Forecast"

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The Department of Agriculture crunches a lot of numbers that are pretty much accepted by the players but their food price forecasts have bee...

"Greek Shipowners Rule Global LNG Carrier Market"

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From Greek Reporter: Greek shipowners control more than 22% of the global liquid natural gas (LNG) carrier fleet in deadweight tonnage term...

Capital Markets: "Yields Jump, Greenback Bid"

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 From Marc to Market: Overview: Yields are surging. Canada and Australia's two-year yields have jumped 20 bp, with the US yield up 10...
Sunday, March 27, 2022

"Sunac China Warns of Likely Default on $940M in Onshore Bonds"

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 From Mingtiandi, March 26: Sunac China Holdings has become the latest mainland developer to raise the spectre of default, announcing Frida...

"France holds talks with Saudi Arabia, UAE on diversifying Europe’s energy supplies"

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And build another LNG terminal down south as well as the one Total and Engie are proposing for Le Havre . From Turkey's Anadolu Agency, ...

India's Largest Gas Utility Is Buying Russian LNG With Dollars

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That's an interesting wrinkle in the sanctions-busting trade. Marc Rich would look favorably on the in-your-face style. And besides mak...

"Iran: Oil production back to pre-sanction levels"

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From Middle East Monitor, March 26: Oil production in Iran has risen to what it was before sanctions were imposed by the US in 2018 after f...

I Used to Enjoy Visiting PoAndPo Agrifish

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But today's headlines are a bit gloomy: Bread prices in Yemen rise by 35% Iowa: Highly pathogenic avian influenza confirmed in Buena Vis...

"The Central Bankers’ Long Covid: An Incurable Condition"

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 A second repost , this and the piece that follows it may be important. We posted this piece a month ago and today's events make it se...

An Alternative To Twitter From Elon Musk

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We will be watching for reaction from Bored Elon Musk . (and there it is) From The Fly (iBankCoin): $TWTR pic.twitter.com/KIuNBcr5go — The...
Saturday, March 26, 2022

"Mining firm backed by Bezos and Gates to begin Greenland drilling"

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We'll see if KoBold is everything it is touted to be or just hype. From Reuters via Arctic Today, March 24: KoBold Metals is hunting for...

"Chemical Warfare"

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 Chemical, not biological, just old-fashioned CW. From one of the internet's tiny treasures, Delancey Place, February 22, 2022: Today...

Covid Response: "Who Will Be Held Responsible for this Devastation?"

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As a companion piece to yesterday's " The Inflation Disaster Is Collateral Damage from Lockdowns ", another post from Brownsto...

WSJ: "Food Hoards Can Ease Inflation, but Only Some Governments Are Prepared"

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 From the Wall Street Journal, March 24: Countries with large grain reserves, such as China, can shield their citizens from higher food pric...

So, About This Crimean Hemorrhagic Fever

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More accurately, Crimean-Congo Hemorrhagic Fever The introduction to a February 1, 2020 post:  ....I've mentioned that one of my doctor...

"Sober Dallas Fed Forecast if Russian Energy Sanctions Persist"

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Germany's Chancellor Scholz has already warned that should the gas supply be turned off, Germany would dive into a potentially very deep...

Next Big Thing: "Surveillance cameras on private vehicles..."

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Swell. From Knowable Magazine, March 17: Roving Eyes Surveillance cameras on private vehicles expand a landscape of paranoia What happens wh...
Friday, March 25, 2022

"The Inflation Disaster Is Collateral Damage from Lockdowns"

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In the U.S. we saw in-your-face lying denial of inflation from political hacks to squeeze the last bits (which amounted to hundreds of billi...

Azerbaijan Cuts NatGas Supply To Nagorno Karabakh; Izabella Kaminska Risks Wrath Of Armenian Twitter

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 I'm sure the two points in the headline are unrelated. First up, following on last night's " Get To Know The Eurasian Economic...