US Natural Gas Futures Spiked to Highest since 2008, Tripled in a Year: Why We Kissed that Dirt-Cheap Natural Gas Goodbye by Wolf Richter • May 25, 2022 • 151 Comments The boom in natural gas exports creates massive demand on US production and connects US prices to the rest of the world.
Signs of a Downshift in the Freight Cycle, Trucking, and Demand by Wolf Richter • May 12, 2022 • 56 Comments Amid constraints, shortages, and spiking diesel prices, freight volume slows, capacity opens up, freight rates may have peaked.
GDP Sunk by Trade Deficit Shitshow (Result of Globalization), Drop in Government Spending. Consumers Held up Despite Raging Inflation by Wolf Richter • Apr 28, 2022 • 173 Comments Inventories are slowly recovering, but remain below where they should be.
It’s the Airline Stocks Again: Ugly Day, Ugly Week, Ugly Long Term by Wolf Richter • Mar 4, 2022 • 106 Comments My Airlines Index plunged 14% for the week. Long-term, it’s even worse: -45% since Jan. 2018.
US Trade Deficit Exploded in 2021: The Price of 30 Years of Rampant Globalization by Wolf Richter • Feb 8, 2022 • 202 Comments The US still exports a lot of stuff — record amounts. But it drowns under a tsunami of imports. And the services surplus fizzled.
Year of Distortions, Shortages, Massive Inflation, Worst Trade Deficits Ever, and Hyper-Stimulated Growth Ends with a Bang by Wolf Richter • Jan 27, 2022 • 150 Comments But companies were finally able to rebuild some woefully low inventories.
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.
Stimulus for the Rest of the World: Imports Spike, Trade Deficit in Goods Worsens Relentlessly by Wolf Richter • Dec 29, 2021 • 204 Comments Three-decade trend brought about by Corporate America and the religion of globalization.
Just Keeps Getting Worse: Services Trade Surplus, the American Dream-Not-Come-True, Worst in 10 Years. Imports Worst Ever. Trade Deficit Worst Ever by Wolf Richter • Oct 5, 2021 • 205 Comments Driven by Corporate America and the most grotesquely overstimulated consumer spending ever.
World Runs Out of Weirdest Stuff: The WOLF STREET Beer Mug Shortage by Wolf Richter • Sep 18, 2021 • 160 Comments “Nothing Goes to Heck in a Straight Line,” except supply chains.
