Negative Energy: How Lower Energy Prices Change Commodity Fundamentals

November 20, 2014

Energy prices have dropped dramatically since the summer of 2015. Crude oil, coal and even natural gas prices are lower and this has significant impact on the cost of production of all commodities. In my latest piece for Seeking Alpha I look at how lower energy input costs have lowered commodity production cost which could make these raw materials fall even further during a secular bear market.

Article: Negative Energy: How Lower Energy Prices Change Commodity Fundamentals


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