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Mike Norman Economics

Putin Recognizes Donbas Republics: What Comes Next? — Gilbert Doctorow

Gilbert Doctorow analyzes Putin's historic speech to the nation with respect to future action regarding Ukraine and beyond. For Russia this is not chiefly about Ukraine but rather the US along with its NATO allies, but  chiefly the US.Anti-WarPutin Recognizes Donbas Republics: What Comes Next?Gilbert Doctorowhttps://www.antiwar.com/blog/2022/02/22/putin-recognizes-donbas-republics-what-comes-next/

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Sino-Russia Energy Deals to Defeat US/NATO Expansionism — Salman Rafi Sheikh

This is something that is not talked about in the Western media. Moreover, the Western leadership assumes that Russia will be isolated and without customers for its energy when China is readily available. The US apparently thinks that the threat of secondary sanctions on China will deter the Sino-Russian relationship but that is wishful thinking. Both China and Russia realize that their survival depends on their close relationship, so the US is faced with fighting a two-front war with...

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Links — 22 Feb 2022

Vineyard of the Saker (Orloff has a good grasp of things Russian)The day Russia’s patience ran outDmitry Orloff https://thesaker.is/the-day-russias-patience-ran-out/The Crusaders are very, very angry. Who cares? (Russia caught the West off-guard. They did not see it coming.)http://thesaker.is/the-crusaders-are-very-very-angry-who-cares/Andrei Martyanov’s take on the events of the day (video)http://thesaker.is/andrei-martyanovs-take-on-the-events-of-the-day/Strategic Culture FoundationThe...

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Dwindling Inventories Could Send The Prices Of Key Metals Even Higher — Ag Metal Miner

While inventory levels serve as an interesting measure for fundamental analysis, that measure remains irrelevant for the short term. But when inventory levels change dramatically and over a longer time frame, they can have both an impact on price and also reflect more profound changes within the market….OilpriceDwindling Inventories Could Send The Prices Of Key Metals Even HigherAg Metal Miner

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Biden says mineral supply chain actions will help end foreign reliance — Alex Gangitanao

President Biden on Tuesday said that actions his administration will take to bolster the critical mineral supply chain will end the reliance on China for such materials....The HillBiden says mineral supply chain actions will help end foreign relianceAlex Gangitanaohttps://thehill.com/homenews/administration/595380-biden-says-mineral-supply-chain-push-will-end-dependence-on-china-for

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Russia’s Natural Gas Will Be “Almost Impossible” To Replace — Tsvetana Paraskova

One of the world’s largest liquefied natural gas exporters, Qatar, can divert only 10-15 percent of its LNG cargo contracts to other destinations, Qatari Energy Minister Saad al-Kaabi said on Tuesday amid the escalation of the Russia-Ukraine crisis, adding that replacing Russian gas deliveries to Europe in the short term is “almost impossible.”...What do the futures markets say? OilpriceRussia’s Natural Gas Will Be “Almost Impossible” To ReplaceTsvetana Paraskova

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