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Oil Bubble: How Speculation May Contribute to Recent Moves in Oil Prices

I've been waiting to see someone bring all of the important bits and pieces (Hotelling's rent, Krugman's excess supply graph, Iran's ship tieups, stagnating production, etc.) together into a coherent holistic argument.

Now we just need to add monopolistic/oligopoli... supply theory to the mix since the Saudis and other large suppliers can affect prices and, IIRC, have an incentive to prevent the price from rising too rapidly in order to reduce incentives for technology changes that would ultimately reduce demand. I wonder if the Saudis are worried that demands to stop global warming will finally provide the incentives for alternative technologies and have decided that keeping the price low is no longer in their long term interest.
May 19 12:52 pm |Rating: 0 0 |Link to Comment |View article

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Oil Bubble: How Speculation May Contribute to Recent Moves in Oil Prices

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