Today’s Issue Cluster: Oil
US – Stressed Borrowers Rattle Resurgent Subprime Lending Industry
Water – Quenching Beijing’s thirst may stunt regional growth
Ads – Technology is radically changing the business
EZ – Jul: Industrial production rose more than forecast; +1.0% from -0.3% / B / b *
US – Aug: Retail Sales Rise; +0.6% from +0.3% / WSJ / R / B *
US – Aug: UMich consumer sentiment at 14-month high; 84.6 from 82.5 / R / B / cr *
Venezuela – Spectre of default looms despite oil reserves FT * * *
EMs – The headwinds return E * * *
Ukraine – EU Agrees to Implement New Sanctions WSJ / NYT / AP / R / B / B
Ukraine – Putin Oil Deals With Exxon Imperiled by Sanctions WSJ / B / WSJ / FT *
Ukraine – With Gas Cut Off, Kiev Looks West NYT
Ukraine – Russia tightens gas supplies to Poland FT / AP / WSJ
Ukraine – Eastern Europe Braces for Energy Shortages WSJ / WSJ *
Ukraine – Russia threatens to cap western car and clothing imports FT
BC – Chile Cuts Rate for Seventh Time in Last Year Amid Slowdown B
BCRP – Peru Cuts Rate to 3.5% as GDP Slowdown Damps CPI Pressures B
US – Stressed Borrowers Rattle Resurgent Subprime Lending Industry NYT *
Ads – Technology is radically changing the business E / E / E / E * * * *
Ads – Will Dollars Return to TV? WSJ *
Ship – Maersk, MSC to Hold Talks With US Watchdog Over Alliance WSJ / WSJ
Ship – China Tries Natural Gas to Fuel Shippers on the Yangtze River WSJ *
Water – Quenching Beijing’s thirst may stunt regional growth R *
Water – Hopes for a Strong El Niño Fade in California NYT *
Water – As Agriculture Swoons, West Coast Firms Avoid Worst WSJ / kottke * *
Oil – IEA Cuts 2015 Demand Forecasts WSJ / FT *
Oil – OPEC Says World Will Need Less of Its Crude Next Year WSJ
Oil – Glut Ignites Gasoline Price Swoon WSJ *
Oil – Slowing demand growth in Asia sparks diesel glut FT *
Oil – Strong demand sends jet fuel soaring FT *
Oil – Traders squeeze profit from the future FT *
Oil – Study: Want lower gas prices? Ship more abroad AP / wsj
Oil – Alaska Lures Back Big Companies With Big Tax Breaks BW *
Oil – Saudi Arabia Sales to US Imperiled by Shale Boom B
Oil – China’s Petroleum Reserve Builds Shaky Floor WSJ *
Oil – Rampant fraud in Chinese industry proves hard to eliminate N *
Oil – Energy firms hope for new frontier in Morocco FT *
Australia – ‘Bizarre’ surge in jobs numbers FT * *
Ebola – The Threat Grows Worse S / FT / NYT / WSJ / R / AP ** *
Ebola – Fast-tracking treatments E *
Ebola – Economic Toll on Africa Starts to Emerge WSJ / FT / NYT / R * *
The Confusing World of International Sport in the British and Irish Isles motw *