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 the 'Ukraine shock', they did surprise the CPI forecasting consensus. In response,...
Creative production contracts involving the sale of put options (as we previously advocated for), could help set a soft “floor” on oil prices, preventing a large-scale return to consumer purchases of gas-guzzling cars.
Summary The Department of Energy (“DOE”) is about to engage in rulemaking to broaden the types of acquisitions it can engage in to help refill the reserve in...
Repeated price crashes in a variety of industries led to a situation of underinvestment in productive capacity that created the conditions for the inflation we see today.
Since financial markets are complex and energy policy can be shrouded in legalese, it is worth taking a minute to translate some of the more abstruse language in the DOE’s announcement.
