Davos: except for this one time, I have no plans to mention Davos again this week.
Natural gas: my brother-in-law called me earlier today to tell me that their natural gas prices are surging in California. Their most recent monthly statement was three times what they usually pay. This was predicted back in December, 2022.
ISO NE: well, this is strange. After a long period of "reasonable prices,” all of a sudden ISO NE spikes despite relatively low demand. Link here. Prices are slightly higher on Long Island (ISO NY) but nothing close to what's going on in NE tonight.
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First Big Story of the New Week
China's population.
Peter Zeihan discussed this in his The End Of The World Is Just The Beginning, published June 14, 2022.
From CNBC:
This has been a frequent topic on the blog. For example, see this post.
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