Javier Blas
@javierblas.bsky.social
Energy and commodities columnist at Bloomberg. Co-author of the 'The World for Sale' http://amzn.to/3t6dVJV Any views expressed are my own. jblas3@bloomberg.net
COLUMN: Rice prices are heading to ~18-year low.
"In a world worried about looming food shortages triggered by the climate crisis, the collapse in rice prices is evidence that interventions by governments and modern agricultural methods may save the day"
www.bloomberg.com/opinion/arti...
"In a world worried about looming food shortages triggered by the climate crisis, the collapse in rice prices is evidence that interventions by governments and modern agricultural methods may save the day"
www.bloomberg.com/opinion/arti...
Rice Can Feed the World — Even With Fewer Farmers
The world’s most important crop for food security is reaching its lowest price in 18 years.
www.bloomberg.com
August 27, 2025 at 7:58 AM
COLUMN: Rice prices are heading to ~18-year low.
"In a world worried about looming food shortages triggered by the climate crisis, the collapse in rice prices is evidence that interventions by governments and modern agricultural methods may save the day"
www.bloomberg.com/opinion/arti...
"In a world worried about looming food shortages triggered by the climate crisis, the collapse in rice prices is evidence that interventions by governments and modern agricultural methods may save the day"
www.bloomberg.com/opinion/arti...
WEEKEND LONG-READ: War in the age of American oil imperialism.
The shale revolution has given the White House a freer hand in the Middle East — but that advantage isn’t limitless.
@opinion.bloomberg.com #OOTT #IranIsraelConflict www.bloomberg.com/opinion/feat...
The shale revolution has given the White House a freer hand in the Middle East — but that advantage isn’t limitless.
@opinion.bloomberg.com #OOTT #IranIsraelConflict www.bloomberg.com/opinion/feat...
US Enjoys a Rare Moment of Oil Supremacy in Iran
The shale revolution has given it a freer hand in the Middle East — but that advantage is vulnerable.
www.bloomberg.com
June 21, 2025 at 7:37 AM
WEEKEND LONG-READ: War in the age of American oil imperialism.
The shale revolution has given the White House a freer hand in the Middle East — but that advantage isn’t limitless.
@opinion.bloomberg.com #OOTT #IranIsraelConflict www.bloomberg.com/opinion/feat...
The shale revolution has given the White House a freer hand in the Middle East — but that advantage isn’t limitless.
@opinion.bloomberg.com #OOTT #IranIsraelConflict www.bloomberg.com/opinion/feat...
COLUMN: Largely unnoticed, the Chinese coal-to-chemicals industry has reached gargantuan proportions.
If it was a country, it would rank as the world's 3rd largest coal consumer. That as big implications for climate and energy policy.
@opinion.bloomberg.com www.bloomberg.com/opinion/arti...
If it was a country, it would rank as the world's 3rd largest coal consumer. That as big implications for climate and energy policy.
@opinion.bloomberg.com www.bloomberg.com/opinion/arti...
China’s Coal Industry Has a Big, Dirty Secret
Largely unnoticed, an obscure corner of the trade has reached gargantuan proportions.
www.bloomberg.com
June 2, 2025 at 5:24 PM
COLUMN: Largely unnoticed, the Chinese coal-to-chemicals industry has reached gargantuan proportions.
If it was a country, it would rank as the world's 3rd largest coal consumer. That as big implications for climate and energy policy.
@opinion.bloomberg.com www.bloomberg.com/opinion/arti...
If it was a country, it would rank as the world's 3rd largest coal consumer. That as big implications for climate and energy policy.
@opinion.bloomberg.com www.bloomberg.com/opinion/arti...
Reposted by Javier Blas
Coconut oil just hit a record high, and your ice cream budget might take the hit.
@javierblas.bsky.social explains why fuel demand in Asia is to blame 🎥
@javierblas.bsky.social explains why fuel demand in Asia is to blame 🎥
May 16, 2025 at 4:29 PM
Coconut oil just hit a record high, and your ice cream budget might take the hit.
@javierblas.bsky.social explains why fuel demand in Asia is to blame 🎥
@javierblas.bsky.social explains why fuel demand in Asia is to blame 🎥
COLUMN: Ice cream inflation is arriving just ahead of the summer. 🍦 🌞 📈
“It's perhaps one of the most bizarre examples of how commodity policy and markets ricochet: The need for cheap fuel in Asia means more expensive ice cream in the West”
@opinion.bloomberg.com www.bloomberg.com/opinion/arti...
“It's perhaps one of the most bizarre examples of how commodity policy and markets ricochet: The need for cheap fuel in Asia means more expensive ice cream in the West”
@opinion.bloomberg.com www.bloomberg.com/opinion/arti...
Ice Cream Inflation Arrives Just in Time for Summer
Coconut oil, a key ingredient in our favorite sweet treat, is becoming very expensive.
www.bloomberg.com
May 16, 2025 at 10:48 AM
COLUMN: Ice cream inflation is arriving just ahead of the summer. 🍦 🌞 📈
“It's perhaps one of the most bizarre examples of how commodity policy and markets ricochet: The need for cheap fuel in Asia means more expensive ice cream in the West”
@opinion.bloomberg.com www.bloomberg.com/opinion/arti...
“It's perhaps one of the most bizarre examples of how commodity policy and markets ricochet: The need for cheap fuel in Asia means more expensive ice cream in the West”
@opinion.bloomberg.com www.bloomberg.com/opinion/arti...
COLUMN: At current prices, US shale oil output has probably peaked.
Just don’t expect a rapid decline like the downturns of 2015 and 2020; the most likely trajectory is an undulating plateau.
@opinion.bloomberg.com www.bloomberg.com/opinion/arti...
Just don’t expect a rapid decline like the downturns of 2015 and 2020; the most likely trajectory is an undulating plateau.
@opinion.bloomberg.com www.bloomberg.com/opinion/arti...
US Oil Output Has Peaked. But Don’t Expect a Rapid Decline.
Nothing suggests that a repetition of 2020’s plunge is imminent.
www.bloomberg.com
May 13, 2025 at 8:52 AM
COLUMN: At current prices, US shale oil output has probably peaked.
Just don’t expect a rapid decline like the downturns of 2015 and 2020; the most likely trajectory is an undulating plateau.
@opinion.bloomberg.com www.bloomberg.com/opinion/arti...
Just don’t expect a rapid decline like the downturns of 2015 and 2020; the most likely trajectory is an undulating plateau.
@opinion.bloomberg.com www.bloomberg.com/opinion/arti...
COLUMN: The four most dangerous words in finance are “this time is different.” History suggests that when Saudi Arabia launches a price war against one of its OPEC+ allies, it ultimately succeeds — but this time really will be different.
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
Saudi Arabia Goes Whistling Past the Kazakh Oil Graveyard
The kingdom’s attempts to enforce quota discipline on the OPEC+ cartel are doomed to fail.
www.bloomberg.com
May 8, 2025 at 11:05 AM
COLUMN: The four most dangerous words in finance are “this time is different.” History suggests that when Saudi Arabia launches a price war against one of its OPEC+ allies, it ultimately succeeds — but this time really will be different.
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
COLUMN: It's time to discuss how electrifying everything comes with plenty of risks of its own.
My take on today’s IEA/UK conference on “The future of energy security”, including tidbits from the conference confidential background paper.
@opinion.bloomberg.com www.bloomberg.com/opinion/arti...
My take on today’s IEA/UK conference on “The future of energy security”, including tidbits from the conference confidential background paper.
@opinion.bloomberg.com www.bloomberg.com/opinion/arti...
It’s Electricity Realism, Not Climate Denialism
Electrifying everything comes with plenty of risks of its own.
www.bloomberg.com
April 24, 2025 at 11:37 AM
COLUMN: It's time to discuss how electrifying everything comes with plenty of risks of its own.
My take on today’s IEA/UK conference on “The future of energy security”, including tidbits from the conference confidential background paper.
@opinion.bloomberg.com www.bloomberg.com/opinion/arti...
My take on today’s IEA/UK conference on “The future of energy security”, including tidbits from the conference confidential background paper.
@opinion.bloomberg.com www.bloomberg.com/opinion/arti...
COLUMN: How do you say "drill, baby, drill" in Mandarin?
Call it “zuan ba, bao bei, zuan ba."
China may not have a drilling slogan, but it just lifted oil production to an all-time high, surpassing a peak set 10 years ago.
My @opinion.bloomberg.com column: www.bloomberg.com/opinion/arti...
Call it “zuan ba, bao bei, zuan ba."
China may not have a drilling slogan, but it just lifted oil production to an all-time high, surpassing a peak set 10 years ago.
My @opinion.bloomberg.com column: www.bloomberg.com/opinion/arti...
April 22, 2025 at 10:14 AM
COLUMN: How do you say "drill, baby, drill" in Mandarin?
Call it “zuan ba, bao bei, zuan ba."
China may not have a drilling slogan, but it just lifted oil production to an all-time high, surpassing a peak set 10 years ago.
My @opinion.bloomberg.com column: www.bloomberg.com/opinion/arti...
Call it “zuan ba, bao bei, zuan ba."
China may not have a drilling slogan, but it just lifted oil production to an all-time high, surpassing a peak set 10 years ago.
My @opinion.bloomberg.com column: www.bloomberg.com/opinion/arti...
COLUNM: COLUMN: Has oil reached a buy-first-and-ask-questions-later moment? Not even close.
Just because prices have fallen to a 4-year low doesn’t mean oil is a bargain. It does mean that it’s cheap. But what’s cheap could become cheaper.
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
Just because prices have fallen to a 4-year low doesn’t mean oil is a bargain. It does mean that it’s cheap. But what’s cheap could become cheaper.
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
Oil Is Cheap But It Isn’t (Yet) a Bargain
For the past 18 months and up to the current selloff, I have been indubitably bearish. But the game is starting to change.
www.bloomberg.com
April 15, 2025 at 7:43 PM
COLUNM: COLUMN: Has oil reached a buy-first-and-ask-questions-later moment? Not even close.
Just because prices have fallen to a 4-year low doesn’t mean oil is a bargain. It does mean that it’s cheap. But what’s cheap could become cheaper.
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
Just because prices have fallen to a 4-year low doesn’t mean oil is a bargain. It does mean that it’s cheap. But what’s cheap could become cheaper.
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
COLUMN: The US oil industry has done more to reduce its country’s trade deficit than any other.
Now, President Donald Trump, in theory the champion of “drill, baby, drill,” risks killing it with his obsession with $50-a-barrel oil.
@opinion.bloomberg.com www.bloomberg.com/opinion/arti...
Now, President Donald Trump, in theory the champion of “drill, baby, drill,” risks killing it with his obsession with $50-a-barrel oil.
@opinion.bloomberg.com www.bloomberg.com/opinion/arti...
$50-a-Barrel Oil Is a Problem for US Trade Deficit
Shale producers reversed the US oil deficit. Now they face ruin at $50-a-barrel.
www.bloomberg.com
April 11, 2025 at 11:14 AM
COLUMN: The US oil industry has done more to reduce its country’s trade deficit than any other.
Now, President Donald Trump, in theory the champion of “drill, baby, drill,” risks killing it with his obsession with $50-a-barrel oil.
@opinion.bloomberg.com www.bloomberg.com/opinion/arti...
Now, President Donald Trump, in theory the champion of “drill, baby, drill,” risks killing it with his obsession with $50-a-barrel oil.
@opinion.bloomberg.com www.bloomberg.com/opinion/arti...
COLUMN: The economy is slowing down - and Saudi Arabia is hiking oil output to teach a lesson to OPEC cheaters.
Cynical oil investors should be forgiven for having a case of déjà vu: it happened too in 1997, and it ended badly for prices.
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
Cynical oil investors should be forgiven for having a case of déjà vu: it happened too in 1997, and it ended badly for prices.
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
‘Ghost of Jakarta’ Haunts a Fragile Oil Market
Crude prices have yet to reach bottom after the Saudis pushed for production increase.
www.bloomberg.com
April 8, 2025 at 9:48 AM
COLUMN: The economy is slowing down - and Saudi Arabia is hiking oil output to teach a lesson to OPEC cheaters.
Cynical oil investors should be forgiven for having a case of déjà vu: it happened too in 1997, and it ended badly for prices.
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
Cynical oil investors should be forgiven for having a case of déjà vu: it happened too in 1997, and it ended badly for prices.
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
COLUMN: The race to rebuild European natural gas storage has started -- but don't expect anyone rushing.
As it currently stands, the invisible hand of the market doesn't help, and utilities and traders will take a wait-and-see approach.
@opinion.bloomberg.com www.bloomberg.com/opinion/arti...
As it currently stands, the invisible hand of the market doesn't help, and utilities and traders will take a wait-and-see approach.
@opinion.bloomberg.com www.bloomberg.com/opinion/arti...
Is an Upside-Down Gas Market Europe's New Normal?
High prices have discouraged stocking up to prepare for next winter.
www.bloomberg.com
April 2, 2025 at 7:27 AM
COLUMN: The race to rebuild European natural gas storage has started -- but don't expect anyone rushing.
As it currently stands, the invisible hand of the market doesn't help, and utilities and traders will take a wait-and-see approach.
@opinion.bloomberg.com www.bloomberg.com/opinion/arti...
As it currently stands, the invisible hand of the market doesn't help, and utilities and traders will take a wait-and-see approach.
@opinion.bloomberg.com www.bloomberg.com/opinion/arti...
COLUMN: In 1970, NASA described the Apollo 13 mission as "successful failure." The same can be said about oil giant Shell's strategy.
Shell has done what it promised — a success. But hasn't closed the valuation gap with US rivals — a failure
@opinion.bloomberg.com www.bloomberg.com/opinion/arti...
Shell has done what it promised — a success. But hasn't closed the valuation gap with US rivals — a failure
@opinion.bloomberg.com www.bloomberg.com/opinion/arti...
Shell’s Revamped Strategy Is a ‘Successful Failure’
The London-listed oil giant hasn’t succeeded in closing a valuation gap to its US peers. Maybe a change of domicile is needed.
www.bloomberg.com
March 26, 2025 at 8:49 AM
COLUMN: In 1970, NASA described the Apollo 13 mission as "successful failure." The same can be said about oil giant Shell's strategy.
Shell has done what it promised — a success. But hasn't closed the valuation gap with US rivals — a failure
@opinion.bloomberg.com www.bloomberg.com/opinion/arti...
Shell has done what it promised — a success. But hasn't closed the valuation gap with US rivals — a failure
@opinion.bloomberg.com www.bloomberg.com/opinion/arti...
Reposted by Javier Blas
Heathrow airport's shutdown suggests not paying for adequate back-up systems is a false economy, writes @javierblas.bsky.social ⬇️
Heathrow Shutdown Exposes Dangers of a Single Point of Failure
The closure of Europe’s busiest airport after a fire suggests not paying for adequate back-up systems is a false economy.
www.bloomberg.com
March 21, 2025 at 3:41 PM
Heathrow airport's shutdown suggests not paying for adequate back-up systems is a false economy, writes @javierblas.bsky.social ⬇️
COLUMN: There's a lot more oil than crude in today's petroleum market.
In trying to gauge oil prices, it helps to count the barrels — all of them. And that includes natural gas liquids and condensates. And to know the OPEC+ loopholes.
@opinion.bloomberg.com #OOTT
www.bloomberg.com/opinion/arti...
In trying to gauge oil prices, it helps to count the barrels — all of them. And that includes natural gas liquids and condensates. And to know the OPEC+ loopholes.
@opinion.bloomberg.com #OOTT
www.bloomberg.com/opinion/arti...
Ignore the Boom in Oil That Isn’t Oil at Your Peril
Assessing the market requires more than just counting barrels of crude.
www.bloomberg.com
March 20, 2025 at 9:15 AM
COLUMN: There's a lot more oil than crude in today's petroleum market.
In trying to gauge oil prices, it helps to count the barrels — all of them. And that includes natural gas liquids and condensates. And to know the OPEC+ loopholes.
@opinion.bloomberg.com #OOTT
www.bloomberg.com/opinion/arti...
In trying to gauge oil prices, it helps to count the barrels — all of them. And that includes natural gas liquids and condensates. And to know the OPEC+ loopholes.
@opinion.bloomberg.com #OOTT
www.bloomberg.com/opinion/arti...
COLUMN: Despite a ~$30-a-barrel sell-off over the last 18 months, I'm still (somewhat) bearish.
The oil market and the industry face significant headwinds - above all: OPEC+ is boosting output and Trump wants much lower prices.
@opinion.bloomberg.com #OOTT
www.bloomberg.com/opinion/arti...
The oil market and the industry face significant headwinds - above all: OPEC+ is boosting output and Trump wants much lower prices.
@opinion.bloomberg.com #OOTT
www.bloomberg.com/opinion/arti...
The Oil Industry Is Over a Half-Empty Barrel
Delight over Trump’s election has passed for executives worried about falling prices.
www.bloomberg.com
March 17, 2025 at 10:53 AM
COLUMN: Despite a ~$30-a-barrel sell-off over the last 18 months, I'm still (somewhat) bearish.
The oil market and the industry face significant headwinds - above all: OPEC+ is boosting output and Trump wants much lower prices.
@opinion.bloomberg.com #OOTT
www.bloomberg.com/opinion/arti...
The oil market and the industry face significant headwinds - above all: OPEC+ is boosting output and Trump wants much lower prices.
@opinion.bloomberg.com #OOTT
www.bloomberg.com/opinion/arti...
COLUMN: President Donald Trump won’t make American farming great again.
Quite the opposite: Trump is on a trade wars path that will inflict long lasting damage to rural America.
@opinion.bloomberg.com www.bloomberg.com/opinion/arti...
Quite the opposite: Trump is on a trade wars path that will inflict long lasting damage to rural America.
@opinion.bloomberg.com www.bloomberg.com/opinion/arti...
Trade Wars Won’t Make American Farming Great Again
The US trade war will hurt food exports and increase the agricultural trade deficit.
www.bloomberg.com
March 12, 2025 at 11:23 AM
COLUMN: President Donald Trump won’t make American farming great again.
Quite the opposite: Trump is on a trade wars path that will inflict long lasting damage to rural America.
@opinion.bloomberg.com www.bloomberg.com/opinion/arti...
Quite the opposite: Trump is on a trade wars path that will inflict long lasting damage to rural America.
@opinion.bloomberg.com www.bloomberg.com/opinion/arti...
Oil is trading today at the same level as 20 years ago.
Even without adjusting by inflation, in mere nominal terms, a barrel of Brent crude cost today as it did in mid-2005. Add on top cumulative inflation, and this is a huge loss of purchasing power for OPEC+
@opinion.bloomberg.com
Even without adjusting by inflation, in mere nominal terms, a barrel of Brent crude cost today as it did in mid-2005. Add on top cumulative inflation, and this is a huge loss of purchasing power for OPEC+
@opinion.bloomberg.com
March 6, 2025 at 3:46 PM
Oil is trading today at the same level as 20 years ago.
Even without adjusting by inflation, in mere nominal terms, a barrel of Brent crude cost today as it did in mid-2005. Add on top cumulative inflation, and this is a huge loss of purchasing power for OPEC+
@opinion.bloomberg.com
Even without adjusting by inflation, in mere nominal terms, a barrel of Brent crude cost today as it did in mid-2005. Add on top cumulative inflation, and this is a huge loss of purchasing power for OPEC+
@opinion.bloomberg.com
COLUMN: After the OPEC+ output hike, the chatter about an “oil grand bargain” isn’t geopolitical fantasy.
The US, Russia and Saudi Arabia may work alongside in the oil market, if not explicitly then tacitly. But can they agree on prices?
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
The US, Russia and Saudi Arabia may work alongside in the oil market, if not explicitly then tacitly. But can they agree on prices?
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
The ‘Oil Grand Bargain’ Isn’t Mere Fantasy
Thinking the unthinkable is useful, especially when the global oil market’s three kings are involved.
www.bloomberg.com
March 4, 2025 at 7:48 AM
COLUMN: After the OPEC+ output hike, the chatter about an “oil grand bargain” isn’t geopolitical fantasy.
The US, Russia and Saudi Arabia may work alongside in the oil market, if not explicitly then tacitly. But can they agree on prices?
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
The US, Russia and Saudi Arabia may work alongside in the oil market, if not explicitly then tacitly. But can they agree on prices?
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
VIDEO COLUMN: Fantasy minerals.
Many people — not least of all, US President Donald Trump — seem convinced Ukraine has a lot of rare earths minerals. It’s utter nonsense.
@opinion.bloomberg.com #Ukraine
www.instagram.com/reel/DGh4kw5...
Many people — not least of all, US President Donald Trump — seem convinced Ukraine has a lot of rare earths minerals. It’s utter nonsense.
@opinion.bloomberg.com #Ukraine
www.instagram.com/reel/DGh4kw5...
Login • Instagram
Welcome back to Instagram. Sign in to check out what your friends, family & interests have been capturing & sharing around the world.
www.instagram.com
February 26, 2025 at 8:27 PM
VIDEO COLUMN: Fantasy minerals.
Many people — not least of all, US President Donald Trump — seem convinced Ukraine has a lot of rare earths minerals. It’s utter nonsense.
@opinion.bloomberg.com #Ukraine
www.instagram.com/reel/DGh4kw5...
Many people — not least of all, US President Donald Trump — seem convinced Ukraine has a lot of rare earths minerals. It’s utter nonsense.
@opinion.bloomberg.com #Ukraine
www.instagram.com/reel/DGh4kw5...
COLUMN: The return of Russian commodities? With the exception of natural gas, they never really left.
Still, the oil and commodities sanctions regime against Russia is already crumbling, in reality if not in law yet.
#Ukraine #Russia @opinion.bloomberg.com www.bloomberg.com/opinion/arti...
Still, the oil and commodities sanctions regime against Russia is already crumbling, in reality if not in law yet.
#Ukraine #Russia @opinion.bloomberg.com www.bloomberg.com/opinion/arti...
The Return of Russian Commodities? They Never Really Left
Only natural gas could see a big drop in prices once trade normalizes.
www.bloomberg.com
February 24, 2025 at 9:03 AM
COLUMN: The return of Russian commodities? With the exception of natural gas, they never really left.
Still, the oil and commodities sanctions regime against Russia is already crumbling, in reality if not in law yet.
#Ukraine #Russia @opinion.bloomberg.com www.bloomberg.com/opinion/arti...
Still, the oil and commodities sanctions regime against Russia is already crumbling, in reality if not in law yet.
#Ukraine #Russia @opinion.bloomberg.com www.bloomberg.com/opinion/arti...
COLUMN: What Ukraine has is scorched earth; what it doesn’t have is rare earths.
Surprisingly, many people — not least, US President Trump — seem convinced the country has a rich mineral endowment. It’s a folly.
[FREE TO READ]
#Ukraine @opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
Surprisingly, many people — not least, US President Trump — seem convinced the country has a rich mineral endowment. It’s a folly.
[FREE TO READ]
#Ukraine @opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
Rare Earths in Ukraine? No, Only Scorched Earth.
President Trump’s fixation on extracting elements from the war-torn nation is an illusion.
www.bloomberg.com
February 19, 2025 at 9:08 AM
COLUMN: What Ukraine has is scorched earth; what it doesn’t have is rare earths.
Surprisingly, many people — not least, US President Trump — seem convinced the country has a rich mineral endowment. It’s a folly.
[FREE TO READ]
#Ukraine @opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
Surprisingly, many people — not least, US President Trump — seem convinced the country has a rich mineral endowment. It’s a folly.
[FREE TO READ]
#Ukraine @opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
COLUMN: Don’t call them “critical minerals” and use their old name: “minor metals”
Yes, they are important, but their US dollar value is too small to matter. So don't believe the hype about the repercussions of China's export restrictions
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
Yes, they are important, but their US dollar value is too small to matter. So don't believe the hype about the repercussions of China's export restrictions
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
Don’t Fall for the Hype About China’s Critical Minerals Controls
The dollar value of US imports of tungsten, tellurium, bismuth, molybdenum and indium is too small to matter.
www.bloomberg.com
February 10, 2025 at 10:45 AM
COLUMN: Don’t call them “critical minerals” and use their old name: “minor metals”
Yes, they are important, but their US dollar value is too small to matter. So don't believe the hype about the repercussions of China's export restrictions
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
Yes, they are important, but their US dollar value is too small to matter. So don't believe the hype about the repercussions of China's export restrictions
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
COLUMN: "Hope isn't a strategy"
My @opinion.bloomberg.com column on the European gas market. Replenishing stockpiles this summer is critical.
"Short of going naked into next winter, Europe still needs lots of gas. I’d rather head into winter fully clothed"
www.bloomberg.com/opinion/arti...
My @opinion.bloomberg.com column on the European gas market. Replenishing stockpiles this summer is critical.
"Short of going naked into next winter, Europe still needs lots of gas. I’d rather head into winter fully clothed"
www.bloomberg.com/opinion/arti...
Europe Is Better Safe Than Sorry on Natural Gas
Replenishing stockpiles, however costly, beats gambling that energy costs will decline next winter.
www.bloomberg.com
February 6, 2025 at 11:41 AM
COLUMN: "Hope isn't a strategy"
My @opinion.bloomberg.com column on the European gas market. Replenishing stockpiles this summer is critical.
"Short of going naked into next winter, Europe still needs lots of gas. I’d rather head into winter fully clothed"
www.bloomberg.com/opinion/arti...
My @opinion.bloomberg.com column on the European gas market. Replenishing stockpiles this summer is critical.
"Short of going naked into next winter, Europe still needs lots of gas. I’d rather head into winter fully clothed"
www.bloomberg.com/opinion/arti...