Browsing All posts tagged under »Energy«

Real Assets Junkie Goes Social!

November 22, 2011

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In these straitened times, it’s always exciting to be able to announce a little growth, and Real Assets Junkie is fortunate to be expanding to two great blogs: –Seedstock.  The folks at Seedstock provide a unique platform for sustainable agriculture bloggers; their 20 contributors profile start ups, farms, urban agriculture and university research projects.  They’re […]

Hunting for Oil in China’s Taklamakan Desert

April 23, 2011

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Whenever I hear people talk about the world being flat and small and interconnected, I think of the Taklamakan Desert, a place so remote that it sometimes seems medieval. China’s rising thirst for oil has long caused consternation in the geeky circles of the oil industry, as most recognized some time ago that the growing […]

Deutsche Says $4 Gas Won’t Tank The Economy

April 16, 2011

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Four Dollar A Gallon Gas Is Coming But It Won’t Necessarily Tank The US Economy. One of the downsides of being an analyst is that you’re expected to focus on a really narrow research area, which might explain why the smart folks at Deustche Bank – in a recent report – don’t see higher gas […]

Glencore’s IPO; A Drop in the Bucket

April 16, 2011

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The storied Swiss commodities trader Glencore launched its long anticipated IPO this week.  The company trades in metals, energy and agricultural commodities, and owns mines, farmland and energy assets.  It is the latter that have driven the need to IPO, as the company seeks to acquire further mines in particular. Media coverage has focused on […]

A Hot Idea

April 9, 2011

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Whenever you see ridiculously high rates quoted for green energy usage, it’s normally because the use of biomass (wood, farm waste) in the developing world has been rolled into the figures.  Generally, this makes a nonsense of the statistics because – in this context – biomass is being used in anything but a green way.  […]

Why Real Assets?

April 3, 2011

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In the mid 90s, I had the coolest boss ever.  He let me disappear to China for three weeks to watch folks farm and meet dour managements at state owned enterprises.  China wasn’t hip back then; it was just drab.  Everything was dark gray or navy and it was alarmingly quiet after the hustle of […]

What’s a Real Asset?

April 3, 2011

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One of the best conversations that I ever had about real assets was with an 83 year old Amish farmer. We were standing in a field observing his neighbor’s cattle at the time. To my mind, a real asset is one of two things: -an irreplaceable resource, a naturally occurring resource or commodity for which […]