Energy
What’s Happening: Despite signs of a “bloodbath” in the spot market for trucking, investment in the production of new trucks is set up to hold steady even as shipping rates fall. This could be good news for the inflation, investment, and climate outlooks. Why It Matters: In recessions, trucking
What’s Happening: Despite signs of a “bloodbath” in the spot market for trucking, investment in the production of new trucks is set up to hold steady even as shipping rates fall. This could be good news for the inflation, investment and climate outlooks.
Three Big Themes We are starting to see some evidence of the long hoped-for supply response to pandemic price increases in this month’s monitor. One long-running shortage ended, leaving only three 2+ year long shortages remaining from the pandemic disruption. After a correction earlier in the year, industrial production
We are starting to see some evidence of the long hoped-for supply response to pandemic price increases in this month’s monitor. One long-running shortage ended, leaving only three 2+ year long shortages remaining from the pandemic disruption.
Investments in improving and expanding the grid are potentially a strong tailwind to the macroeconomic investment picture. Just electrical transmission, distribution and industrial apparatus represents around 5% of business equipment, around 2% fixed investment and around 0.3% of GDP...
"This year it will be difficult for us to take advantage of this low price…But we will continue to look for that low price into the future." - Secretary Jennifer Granholm on March 23, 2023 "We cannot sell and take in (crude oil) at the same
At Employ America, we have argued that shortages of physical productive capacity played a major role in the inflation seen during and after the recovery from the pandemic recession. In order to analyze the impacts of shortages and their resolution, we have been tracking reported shortages and comparing them to
This is a continuation of our Contingent Supply series. The first piece described why storing spodumene would be a worthwhile endeavor for a lithium strategy. This piece describes the importance of selecting the right location for spodumene reserves.
