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What We’re Reading – Week of 01/15/2016

Below you will find the articles on economics, investing, and finance that we found most interesting for the week.

NB: ($) denotes subscription site.

 

The era of U.S. liquid natural gas (LNG) exports is almost here, as the first shipments prepare to leave Sabine Pass.

Article via Platts

 

$380 billion of investments in long-term oil projects (mostly deepwater) have been delayed.  Shale had better deliver if demand keeps growing, because other supply isn’t going to be there.

Article via Wood Mackenzie

 

What was the next big thing at the Consumer Electronics Show this year?  Auto industry disruption!

Article via The Economist ($)

 

For the first time since 2012, Howard Marks is cautiously optimistic and sees opportunities to make good investments.

Letter via Oaktree

 

Are Chinese banks limiting withdrawals?

Article via China Law Blog

 

All Delhi residents want is a little clean air.

Article via Financial Times ($)