Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (140460)	4/5/2018 11:16:30 PM
From: Cogito Ergo Sum	Read Replies (1) \| Respond to of 217927

Interesting from your Bloomberg link A surge in U.S. crude exports has helped drain inventories and prop up oil prices, which are still recovering from the biggest crash in a generation after a global glut wreaked havoc on the market. OPEC producers and allies including Russia are curbing output to shrink the oversupply, while surging output in shale fields from Texas to North Dakota threaten to undermine those cuts. The differential between WTI and Western Canadian select shrunk appreciably.. as shown in Canuck energy plays today.. .. Permanent ? who knows Canada still needs export pipes.. but now we have even more reason..

To: TobagoJack who wrote (140460)	4/6/2018 1:01:18 AM
From: Elroy Jetson	Read Replies (3) \| Respond to of 217927

Jay - As you note: 1.) rare earths are not rare; 2.) any attempt by China to exclude export of rare earth elements to the US while continuing to export to the rest of the world, would be as effective as Emperor Xi commanding the tide to recede. It might temporarily look like he was powerful if he timed it right, but otherwise the universe would pay no notice. Consider Switzerland, a country which has no oil or gas deposits, which is one of the world's major oil exporters at least by bill of lading. Switzerland also specializes in the export of cobalt and lithium - which they also have no deposits of. This is all due to the world's largest commodity trading firms, Vitol, Glencore, Trafigura, Gunvor and Mercuria all being based in Switzerland. Wanna buy stuff and don't care about the provenance? Switzerland's the place for you to shop. I have to agree with Kyros that the US is in a strong position in a "tariff war" with China if Trump can resist the pressure from US firms.