EconoMonitor

Nouriel Roubini's Global EconoMonitor

Roubini Topic Archive: Oil and Energy

  • Nouriel: Politics Will Define 2013

    Speaking with Christine Freeland of the New York Times, Nouriel Roubini described the shift from a market focus on risk in 2012 to a worldwide recognition that political action—European elections, partisan U.S. fiscal battles, Middle East unrest, Chinese and Japanese political transitions—will shape the economic and financial landscape in 2013, contingent on unconventional policy responses […]

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  • The Economic Consequences of the Arab Revolt

    From Project Syndicate:

    Political turmoil in the Middle East has powerful economic and financial implications, particularly as it increases the risk of stagflation, a lethal combination of slowing growth and sharply rising inflation. Indeed, should stagflation emerge, there is a serious risk of a double-dip recession for a global economy that has barely emerged from its worst crisis in decades.

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  • Roubini Media Reports: Double Dip Recession if Oil Hits $140

    Bloomberg — Roubini Sees Double Dip for Advanced States If Oil Hits $140  Economic Times — Uncertainties to Impact Global Economy, Markets: Roubini Arabian Business — Middle East Economies Could Take ‘Decade’ to Recover All rights reserved, Roubini GlobalEconomics, LLC. Opinions expressed on RGE EconoMonitors are those of individual analysts and may or may not […]

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  • Stagflationary Risks Rise from the Arab Street

    The upheaval in Tunisia and now Egypt has important economic and financial implications. About two-thirds of the world’s proven oil reserves and almost half of its gas reserves are in the Middle East; geopolitical risk in the region is thus a source of spikes in oil prices that have global consequences.

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  • CNBC Roubini Interviews and Reports: Egypt Contagion Risks, U.S. Bond Vigilantes

    CNBC — Roubini on Egypt Contagion Risks (Click for Video)

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  • RGE Wednesday Note – Iraqi Oil: A Riddle in the Sands

    Oil prices have been on a tear of late, rising almost 6% in a week to close at close to US$87 per barrel on April 5. Despite a subsequent sell-off and the fact that oil prices seem rather frothy, there do seem to be some upside risks in the short-term, especially since oil market fundamentals kept prices within a narrow trading band from mid 2009 through the end of Q1 2010. As we’ll describe in more depth in the forthcoming RGE global outlook, strong growth in Emerging market economies and accommodative monetary policy globally, as well as a closer to balanced oil market, should continue to provide modest support for oil prices. But if oil prices remain above US$100 per barrel for long, higher prices could begin to choke off weak consumption, especially in the U.S. and in dollar-pegged commodity importers, in turn dragging oil back down.

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  • RGE’s Wednesday Note – Energy Insecurity in 2010 and Beyond?

    Today we look at some of the trends that might move global energy markets in 2010. Yesterday’s OPEC meeting, the first hosted by Angola, brought few surprises as countries pledged to maintain their current production cuts in the face of an uncertain global economic recovery. But as growth starts to pick up, could a combination of oil demand growth from emerging market economies and geopolitical supply vulnerabilities boost the oil price back to US$100 per barrel level–a level that could put the economic recovery in jeopardy?

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