Barron’s (March 2)
“The conflict in Iran has upended the global market for oil and natural gas. It is also having a big impact on coal markets,” which rose to a 52-week high on Monday. “Coal is benefiting precisely because it isn’t directly affected in this conflict—unlike the other resources it competes against.” For example, utilities can switch to coal in electricity generation “when natural-gas prices get too expensive or natural gas supplies are threatened.”
Tags: 52-week high, Coal markets, Conflict, Electricity, Global market, Impact, Iran, Natural gas, Oil, Resources, Supplies, Upended, Utilities
Foreign Affairs (July 11)
“Today, globalization has stalled, and the new vogue for stockpiling strategic commodities and “friend-shoring” supplies will be inflationary. Add in the aging of populations and the possibility that young workers will insist on a flexible approach to work, and the Fed may have to run tighter policy than in the past quarter of a century.”
Tags: Aging, Commodities, Flexible, Friend-shoring, Globalization, Inflationary, Populations, Stalled, Stockpiling, Strategic, Supplies, Work, Young workers
Chicago Tribune (April 20)
J.B. Pritzker, the Illinois governor, has done “more than this inadequate and lame leader in Washington. Pritzker has donated $2 million of his own personal money, as well as is dealing with China directly to get PPE supplies instead of waiting on this dysfunctional administration. He has taken the bull by the horns to try and save people.”
Tags: China, Donated, Dysfunctional, Governor, Illinois, PPE, Pritzker, Supplies, Trump, Washington
