Oil producers face their ‘life or death’ question

Shell et al need structural change in order to continue. These are engineering companies (upstream) with remarkably massive engineering and financial capabilities on the one hand and consumer oriented networks and outlets on the downstream side. They’re used to long term planning and hence mostly conservative, and that has taken its toll. They have such …

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FT “Donald Trump’s trade tirades show his mastery of the message”

Thanks Rana, an excellent perspective. Let’s first dispense with that I consider Trump to be completely unfit for the office he occupies and consider him to be the largest actual threat to US national security and international well being. Having said that though, he is striking out with energy and agenda in an indomitable way and …

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Musk calls journalists out, response only confirms his criticism

This in response to a column by FT alphaville:  https://ftalphaville.ft.com/2018/05/25/1527220800000/Elon-Musk-plays-to-human-fantasy–and-the-world-plays-along/ Dan, you’re an investment specialist, maybe in your work culture, idealism is always to be met with scorn and snake oil platitudes. Your investors wouldn’t invest in telephony, in lightbulbs, in flying machines, not in internet companies or any other new technology because their only …

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Staying in the EU

Beautiful interview Simon. My parents were teenagers when WW2 ended and I live a walk away from the British Airborne cemetery at Oosterbeek. That we don’t better celebrate what binds us in Europe and transatlantically is a very sore spot to me as well. It certainly isn’t difficult for my parents and grandparents for whom …

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Netanyahu’s visit to Moscow and Russia’s role in Syria, some thoughts.

Russia’s parade on may 9th celebrated the Soviet Union’s victory over Nazi Germany. It is a very meaningful parade centering around perhaps the most formative events behind the industrial and military power and outlook of the Soviet Union and Russia. Just two guest leaders attended; the President of Serbia and Israeli Prime Minister Benjamin Netanyahu. …

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