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  • Blog
  • MRP Latest Ideas in Change-Driven Thematic Investing

Natural gas crushed domestic US coal use and now LNG threatens to crush coal exports

6/17/2016

 
Daily Intelligence Briefing - June 17, 2016

Featured Topic: Coal
  • US coal production hits a multi-decade low although prices are perking up on oil's coattails
  • Environmental groups are censuring banks that supply coal financing ... banks are curtailing credit resources
  • More power will be generated by natural gas than coal this year for the first time in the US
  • Natural gas crushed domestic US coal use and now LNG threatens to crush coal exports
  • The UK is bracing for another winter of power outages given insufficient resources
Other Highlights:
  • Economics: World – Economy Flashes Hint of 1937-38 Redux; US – Risks Japanese-Style Growth Slump
  • Monetary Policy: Fed – Inaction does not equate to paralysis; Eyes lasting impediments to growth after rethink on outlook
  • Manufacturing: Manufacturing: Robots – Fueled by Higher Asia Wages; Inventor’s approach moving from C-3PO to R2-D2; Revolution helps Adidas bring shoemaking back to Germany; 3 of the world’s 10 largest employers replacing workers
  • Commodities: Hogs – The Hottest Commodity in China Is Feeding Half the World’s Pigs; China’s Newest Bubble: Food for Pigs; Investors Bet Rally Has Legs on Rising China Demand
  • Health: Insurance – Get ready for big increases in Obamacare premiums; In a Secret Meeting, Revelations on the Battle Over Health Care; UnitedHealth to Exit Key ACA Market; How much Obamacare changed this year
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