Crisis on the China Rim: An Economic, Crude Oil, and Military Analysis

"There is a crisis rising on the China Rim, a crisis made of economic imbalances, energy insecurities, ancient hatreds, and unsettled scores. The catalyst for this crisis is success itself, the success of the People’s Republic of China in its de facto rejection of a failed experiment in communism and its rapid transformation into a thriving market economy. The inseparable companion of this success, though, is an insatiable hunger and thirst for precious resources... most important among these, crude oil."

2005.04.14 | 85 pages | download

As crude oil prices climb and worldwide energy security concerns mount, energy security awareness continues to make "mainstream" in-roads.  The latest development in this regard is the emergence of a new Web site dubbed Oilcast.com which delivers energy industry updates in compressed MP3 files via the innovative Podcast platform.

During its inaugural weeks, Oilcast.com's entries have combined solid analysis with a healthy touch of dry humor.  Today's news summary is a good example:

"Oilcast 7 looks at the Shell Scenarios report, a French government round-up 'Oil Industry 2004' that takes a long look at 'Peak Oil' theory  ...plus King Fahd's secret lady friend  ...the rig count is down yet up  ...price rises could be nothing more than software  ...and, amazingly unreported anywhere else, demand outstripped supply in Q1 2005."

Posted by:
Kevin B. Skislock
Partner and CEO
Laguna Research Partners
[bio] [disclaimer]

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