Watch as electricity is the next commodity to spike
Written on the original Movable Type site and recovered from the Internet Archive.
Got a whole raft of cool slides today from Morgan Stanley.
Check this out out. Oil and Natural gas on a tear. Coal has spiked significantly recently. but Electric prices have been relatively flat. Some of that is regulated prices, but most is delay in the supply chain. Go long on electricity. Get effecient air conditioners. Prices are going up.
