Loup-Garou

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    • Sat Aug 23rd 13:20 PM | Rating: 0 0
      Commented on:
      Geologist: In Terms of Supply and Demand, the Oil Peak Is Past

      Great article. As usual, comments are even better than the article.

      The talking heads on TV make it sound as though oil will be replaced by the alternatives, tomorrow, or next week at latest. Meanwhile, don't invest in a buggywhip factory as we said in the 30s.

      Oil will be around until affordable alternatives get here.
      View article »
    • Sat Aug 16th 18:20 PM | Rating: 0 0
      Commented on:
      The Market's View on Oil
      A month and a half back, T. Boone said oil would reach $150 before it reached $100. And he seemed to think the $150 would be "before the end of the year".

      Maybe oil goes to $30 as one gentleman wrote yesterday.......and maybe all our cars will run on moonbeams.

      Meanwhile, Pelosi sabotages all attempts at American energy independence.
      So I will stick with T. Boone until the string runs out.
      View article »
    • Thu Aug 14th 17:30 PM | Rating: 0 0
      Commented on:
      CANROYs Remain Attractive as Oil-Related Investments
      Mr. Yetiv, thank you for a good exposition. Weep for America...living in a dreamworld where Russian control of the Georgian pipelines does not matter, Pelosi as dictator stopping American energy independence, and Congress putting green before citizens lives and lifestyle.

      The geopolitical forces are at work on oil prices. Canada with secondary and tertiary recoveries is a great blessing to the States. Canroys make lots of mistakes, but get bailed out by high crude prices. At their worst, most are still good investments. The old "businessman's risk" as Forbes Mag. used to say.

      Thanks, write more.
      View article »
    • Mon Aug 11th 17:36 PM | Rating: 0 0
      Commented on:
      $200 Oil: Before Decade's End, Not Year's

      Exceellent article. The comments are even better, except for the confused fellow re: decade.
      View article »
    • Thu Aug 7th 15:10 PM | Rating: 0 0
      Commented on:
      Nobody Cares How the Energy Crisis Gets Solved
      There is a refinery 7 miles from my house here in California. A couple of weeks ago gas was $4.55 a gallon. Now it has slid to about $4.11, depending on the station. Diesel costs are all over the place, but generally 80 cents or more per gallon than regular unleaded.

      There are plenty of people here who would be perfectly happy to see gasoline at $9 to $11 a gallon "just like in Europe". They figure then people would drive less and "quit destroying mother earth...".

      It is true that as prices slide, people use more...they want cheap gasoline.

      California gas is formulated to pollute less, but it tends to give very poor mileage...so to make up for the loss of mileage you have to buy more gas. It is a delight to go to Arizona or Nevada, and load up gas...it gives better mileage, and costs about 50-55 cents per gallon less.

      T. Boone has some pretty good ideas, but they won't solve the "crisis".
      View article »
    • Mon Jul 28th 14:37 PM | Rating: 0 0
      Commented on:
      Oil Prices, Global GDP, and Net Oil Exports

      An extremely helpful article. The chart is breathtaking.

      If you believe that in the oil markets prices are set at

      the margins, then higher prices can be anticipated.
      View article »
    • Fri Jul 18th 12:57 PM | Rating: 0 0
      Commented on:
      UBS Analyst: Energy Trusts Offer Exceptional Value
      Thank you Mr. Eliot Miller, for your good words.

      These stocks are pink sheet in U.S., but trade legitimately on the Canadian exchange--Toronto I think.

      Vermilion has assets in France, which if a negative to me because of French labor laws. Crescent is certainly a "Businessman's Risk", as the old Forbes magazine used to say.
      View article »
    • Fri Jul 18th 12:49 PM | Rating: 0 0
      Commented on:
      Confirmatory Bias and Oil Investing
      Politics, domestic and international, has a tremendous effect on oil prices. There is no physical lack of oil under the surface. My estimate is the Saudi lift price per barrel is $5 or so. Whether they can or cannot increase production, and by what factor, is a matter of great dispute. Guessing which way the oil price cat will jump requires a lot of attention to the human political factor in addition to the physical and geologic factors.
      View article »
    • Tue Jul 15th 19:33 PM | Rating: 0 0
      Commented on:
      Gas Lines Coming This Fall

      America has a problem that is not, at bottom, an energy problem.
      America is in a chaotic state of denial, and lacks any concensus, any focussing of the political will of this country to do what is necessary to survive. Our present course is suicidal.

      Czarist Russia in February 1917 had an implosion, not a Revolution. The government could not function, and the bread riots followed the pattern of the bread riots of the French Revolution over 100 years earlier. The Czar left the scene.

      October, 1917, was not a Revolution, as advertised, but a short-lived coup d'etat by the Bolsheviks. The actual Revolution started a bit later when ordinary people realized their country had been hijacked. The Bolsheviks re-named themselves "Communists" in a PR move, in case you forgot.

      When the bread riots and the gasoline riots start in America, this will signal the beginning of the end. It will be war. As a Russian military instructor taught, "War is War...War is kill or be killed."

      Want to survive? Buy into companies outside the U.S.A. Brazil and Canada come to mind.

      View article »
    • Sat Jul 12th 14:10 PM | Rating: 0 0
      Commented on:
      The Long Case for Canadian Oil Sands Trust

      The comments are a bit more interesting and informative than the article. Keep up the good work.
      View article »
    • Fri Jul 11th 14:40 PM | Rating: 0 0
      Commented on:
      RBC Upgrades Canadian Natural Resources; Downgrades Nexen
      CNQ has an excellent management. I own shares and am happy.
      View article »
    • Mon Jun 30th 14:26 PM | Rating: 0 0
      Commented on:
      Oil at New Highs: Heading to the Exit Lane
      There are multiple exit lanes. Each has its own peculiar political no-go signs. Nobody writes much about petrochemicals--just about fuel. For America, fuel is only about half our 22 million bpd consumption.

      Maybe "You just can't get to the post office from here." Or more likely, a lack of political leadership to lay out the alternatives to the public, develop a national dialogue, and make decisions.
      View article »
    • Fri Jun 27th 15:02 PM | Rating: 0 0
      Commented on:
      So You Think Oil’s Expensive Now?

      "All" the risks are unknown, and cannot be fully priced in. Many oil related stocks still trade at low multiples of earnings, as though the "correct" price is $70 bbl. Some of the potential supply disruptions are very real and have high probability. The demand destruction factors seem to be over the horizon.

      Now we see through a glass darkly. After Labor Day we shall see more clearly.
      View article »
    • Sun Jun 22nd 13:22 PM | Rating: 0 0
      Commented on:
      An Alternative to America’s Gasoline Crisis

      The perfect is always the enemy of the good.

      Mr. Gorski has done an excellent job outlining many of the alternatives that are good, that would work.

      America lacks the political will to pick one of the many solutions and see it throughto reality. Leaders come up with the solutions, explain them to the citizens, and thereby develop the national will.

      Weep for America.
      View article »
    • Sat Jun 21st 14:43 PM | Rating: 0 0
      Commented on:
      Oil Prices and Political Energy

      Please remember oil is not just fuel. It is feedstock for our petrochemical industry. There are multiple solutions for the "high price" of gasoline and oil. So far, America does not have the national will, the political will, to adopt and carry out the solutions.

      There is no national will to fight terrorism either. If there were, Congress would have declared War. The terrorists, whose religion dare not be named, are planning and attacking the infrastructure that brings the oil supply to our economy. Weep for America. We were a great country once.
      View article »
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