Beruflich Dokumente
Kultur Dokumente
Jeff Rubin Chief Economist & Chief Strategist CIBC World Markets Inc
Teleconference August 21, 2008
1
Fuel
Other
TI
TI
90
1960-73
1974-86
=$50.9
1987-02 % -20 0 20 40 60 80
=$27.5
* today's prices
4
Share of US imports
0.20
0.15
0.10
0.05
US
Transport to US
6
y/y % chg
Growth in Non-Energy Exports ($Bn) 2004-2007 219 Estimated ex ports "loss" due to higher transport 169
ec -0 Fe 6 b0 Ap 7 r0 Ju 7 n0 Au 7 g07 O ct D 07 ec -0 7
ct -
Actual
06
Savings by Switching from C hina to Mexico 12,000 10,000 8,000 6,000 4,000 2,000 0
04 00 $1 50 TI @ $2 00 ur re nt
16 14 12 10 8 6 4 2 0
TI @
From Mexico
From C hina
TI
Index 2000=100