What Perplexes your Editor the Most?

If you were to ask me what puzzles me the most these days with regard to the market, it is the energy market dynamics. The questions I roll over in my mind day after day are the following:

1. If the world is reaching or has reached peak oil production, how rapidly will it decline?

2. If rapidly declining supplies of oil result in rising energy prices, how high does the price of oil need to climb before it tips us from global growth to global contraction?

3. If we head into a global contraction and especially if it triggers the Kondratieff winter, how drastically and how rapidly will global economic demand be curbed?



4. What will be the impact on oil prices if/when the global economy reaches that K-winter freeze-up point?
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