Good Sunday evening. So far no breaking news but a couple of links for early Monday morning digestion.
We all have heard about Canada might be the energy savior of the USA. But just how willing will Canadians be to sacrifice some of their own energy security? The Oil blog has a must read piece on this particular thesis.
There is this quote from Big Picture Speculator
North American energy policy makers have not been overly concerned about the delays in getting large northern gas pipelines built. It was assumed that LNG projects could be be relied upon to augment dwindling gas supplies.
Then check out this link on China LNG delays.
God do i love factoids...He does great work. Check out the March update!
Ten yields have been rising but they have seemed to have flattened the yield curve. The implications are discussed on Econobrowser.
So dig in folks...lots here to wet the appetite.
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