Addressing Energy Services Inflation Through Reconciliation
The long-term goal of energy policy should encompass more than just security and decarbonization: the goal should be to ensure energy capacity abundance and stable energy cost.
Oil
37 postsThe Refining Capacity Crunch Is Not An Excuse To Ignore The Fragile Crude Oil Supply Picture
The White House should not use the refining capacity crunch as a reason to avoid grappling with the fragile state of crude oil supply, as it appears to...
The “Break Glass” Moment: Secretary Yellen Should Use the ESF to Insure and Accelerate Commodity Production
The Department of Treasury should be making use of the Exchange Stabilization Fund (ESF) to target accelerated supply-side responses and insure critical producers against downside risks.
Discretion is the Point: The Misunderstood Legal Bounds of the ESF
Given the discretion afforded the Secretary in utilizing the ESF, and the strong correlation between commodity price volatility and exchange rate volatility, the Secretary has the authority to establish a Supply Insurance and Acceleration Program for key commodities.
June Fed Preview: 75bps Incoming - Amplifying Recession Risk Amidst Oil & Commodity Shocks
Summary Although neither the magnitude nor composition of last week's inflation print surprised us [https://www.employamerica.org/blog/peak-inflation-not-so-fast-my-friend/], especially given the knock-on effects from...
