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Posted

We have a fan in England:

 

Short summary:

 

According to our admirer abroad, the frac-oil/gas boom + wages racing to the top in China = win for Team America.

 

"

World power swings back to America

The American phoenix is slowly rising again. Within five years or so, the US will be well on its way to self-sufficiency in fuel and energy. Manufacturing will have closed the labour gap with China in a clutch of key industries. The current account might even be in surplus."

 

 

World Power Swings Back To America

 

Not sure about the punchline but fracking is a game-changer on the energy front, and should have a significant effect on employment, capital investment, energy costs, and trade balances. The race to the top in China is also real, as rising wages relative to productivity and the declining differential via US manufacturing should lead to sourcing an increasing number of manufacturing operations in the US vis-a-vis China.

 

Europlosion could also more than negate any benefit from all of the above in the near-term. Ditto for increasing compliance costs vs production.

 

Having said that - reading the analysis had a brief but pleasant effect on my outlook. Probably will have had the opposite effect if you have placed significant bets on alternatives energy sources that require a continuous infusion of subsidies as they're going to get crushed by the remorseless math of fiscal constraints and the amplification of the practical and cost advantages of gas.

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Posted

dunno 'bout the longterm wisdom of frack'n, but i heard the other day the boomtowns of frackerdom, north dakota are so flush and so short on labor they're payign 300$ signing bonuses at mcdonalds n' 15$/hr :)

Posted

Unfortunately hydro-fracking is a dirty precess and releases some heavy duty shit into ground waters (like mercury and other heavy metals). I don't think people are realizing they are creating large scale "Love Canal".

Posted
Unfortunately hydro-fracking is a dirty precess and releases some heavy duty shit into ground waters (like mercury and other heavy metals). I don't think people are realizing they are creating large scale "Love Canal".

 

If JayB and KK move to the Fracklands and process waist water by drinking it that should make up for the problems.

Posted
Unfortunately hydro-fracking is a dirty precess and releases some heavy duty shit into ground waters (like mercury and other heavy metals). I don't think people are realizing they are creating large scale "Love Canal".

 

If JayB and KK move to the Fracklands and process waist water by drinking it that should make up for the problems.

 

Or if you climbed a few more ladders. :fahq:

Posted

Thank God there might be yet another way to mortgage our health and environment in order to keep this jalopy going for another ten years! McRibs for everyone!!

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