Today’s Issue Cluster: Shale
Metals – Vanadium: Battery technology could transform power grids
Ship – Nicaragua starts survey on $40b canal
Bonds – US inflation bonds back in vogue
China – Aug: HSBC services activity rebounds but property remains a worry; 54.1 from 50.0 / R / B *
Bonds – Sovereign debt plan takes on holdouts FT *
Bonds – US corporate debt sales spurred by low rates FT
Bonds – US inflation bonds back in vogue R
Bonds – US Government Prices Continue to Defy Bears WSJ *
Bonds – US Treasuries are tracking ECB policy FT *
Bonds – US bull run wrongfoots Wall Street FT * * *
US – Manufacturing Is Rolling on Aged Wheels WSJ *
US – Businesses, Facing Capacity Limits, Step Up Spending IBD *
US – Factories Keep Losing Ground to Global Rivals WSJ *
US – Small-Business Lending Is Slow to Recover WSJ * * *
US – Americans Borrow for Cars, Less So for Homes FT *
China – Beijing Decree Stirs Fear Over Hong Kong Status as Finance Hub WSJ / WSJ *
ECB – Price Data Lift Hopes for Action WSJ / NYT *
ECB – Subzero Eurozone Yields Point to Power, Problems WSJ *
ECB – Draghi’s new deal FT * * *
US – Banks face $100b liquidity shortfall FT
US – Loans at Credit Unions Jumped 9.8% in Second Quarter WSJ *
US – Banks’ Fee Bonanza Dries Up WSJ *
US – Fewer Homes Underwater in Second Quarter WSJ *
US – Lending for Construction Grows 4% in Q2 WSJ *
Ship – Sisi bolsters nationalist appeal with $8b Suez Canal investment FT * *
Ship – Nicaragua starts survey on $40b canal AFP
Metals – Vanadium: Battery technology could transform power grids CBC
Metals – Iron: Data pointing to flagging China demand sends ore tumbling FT * * *
Metals – Aluminum: Market shifts to deficit r *
Metals – Gold: Shines Most in September / B *
Shale – Sand Means Gold as US Fracking Demand Booms B *
Shale – Water shortages pose larger than expected threat FT / q * *
Shale – China: Halves 2020 output target R / NYT / AP *
Shale – Argentina: Politics biggest hurdle to developing Vaca Muerta E *
Shale – Innovation boom is bringing lower costs and higher productivity FT * * *
Shale – Oil and gas producers’ finances lift growth hopes FT
Shale – Fracking Link to Birth Defects Probed in Early Research B
Shale – Refracking brings ‘vintage’ oil and gas wells to life R
Shale – Earthquake Study Shows Natural Quakes Outshake Man-Made Tremors WSJ
A map of every device in the world that’s connected to the internet t *
