Shipping Expenses in the US Go Through the Roof by Wolf Richter • Jan 13, 2022 • 101 Comments Amid transportation chaos & delays, high demand, soaring diesel prices, and labor shortages.
Hit by Shortages, Vehicle & Parts Production Plunged to Lowest since Lockdown. Oil & Gas Has New Script by Wolf Richter • Oct 18, 2021 • 141 Comments Industrial production over the long term is a sad sight, powered by offshoring.
Suppliers in China for Apple, Tesla, Intel, Nvidia, Qualcomm, NXP, Infineon, ASE Forced to Halt Production amid Energy Crackdown by Wolf Richter • Sep 26, 2021 • 204 Comments The Everything Shortage keeps promising to keep getting worse.
After Upending the Global Oil Industry & Losing their Shirts, Shale Oil Drillers & Battered Investors Go for Price by Wolf Richter • Aug 3, 2021 • 54 Comments Imports from OPEC reduced to irrelevancy.
Fracking Suddenly a True Believer in “Discipline?” US Natural Gas Net Exports Hit Record, Prices Jump as Production Stalls by Wolf Richter • Aug 2, 2021 • 86 Comments Subsidized by investors who lost their shirts, cheap natural gas was a huge benefit to the US economy for years.
People Sure Are Driving a Lot, Gasoline Consumption Hits Record, But Flying & Mass Transit Lag Way Behind by Wolf Richter • Jul 25, 2021 • 154 Comments The miracles of the new economy.
How Much Are Americans Driving and Flying Now, One Year After the WTF Collapse in Fuel Consumption? by Wolf Richter • Apr 24, 2021 • 171 Comments They’re not taking mass transit, that’s for sure.
Momentous Change in US Natural Gas with Global Impact as Exports Soar to Huge Record Despite Collapse in the Spring by Wolf Richter • Mar 15, 2021 • 86 Comments Biggest buyers: Mexico, South Korea, Japan, China, Spain, UK. Price spike in February, when Texas froze up, unwound. Asian LNG price spike in January is unwinding.
Electricity Sales to End Users Dropped Below 2008 Level: What it Says about the Pandemic Economy, Households, Commercial & Industrial Activity, and Public Transportation by Wolf Richter • Mar 8, 2021 • 134 Comments In 2020, by source, coal collapsed to record low, natural gas dominated, wind and solar surged, while hydro and nuclear remained roughly flat.
It Starts: The Cascading Financial Repercussions of the Texas Electricity Crisis by Wolf Richter • Feb 22, 2021 • 140 Comments Now hoping for “corrective action” and “credit intervention” by the State of Texas.
