| Author |
Message |
 Topic: The Oil Nonbubble |
FreddyH
Replies: 49
Views: 1282
|
 Forum: Current Energy News Posted: Thu May 15, 2008 8:36 pm Subject: Re: The Oil Nonbubble |
Even if $70 a barrel is the rational price, what makes anyone think we are on the verge of reverting to some kind of mean of rationality?
If anything, people are going to get more irrational, not l ... |
| Topic: The Oil Nonbubble |
FreddyH
Replies: 49
Views: 1282
|
Forum: Current Energy News Posted: Thu May 15, 2008 6:24 pm Subject: Re: The Oil Nonbubble |
Crude Price has completely detached from its fundamentals which indicate a $70/barrel equilbrium price:
I don't quite understand where the data comes from...
how did you calculate the geopolitic ... |
| Topic: Is there a production graph? |
FreddyH
Replies: 9
Views: 539
|
Forum: Peak Oil Discussion Posted: Thu May 15, 2008 5:56 pm Subject: Re: Is there a production graph? |
FreddyH wrote:
Economic growth will continue regardless of production levels. While there is some correlation since the 70's, it is not perfect and there are a plethora of substitution, conservation ... |
| Topic: The Oil Nonbubble |
FreddyH
Replies: 49
Views: 1282
|
Forum: Current Energy News Posted: Thu May 15, 2008 5:37 pm Subject: Re: The Oil Nonbubble |
Crude Price has completely detached from its fundamentals which indicate a $70/barrel equilbrium price:
I don't quite understand where the data comes from...
how did you calculate the geopolitic ... |
| Topic: The Oil Nonbubble |
FreddyH
Replies: 49
Views: 1282
|
Forum: Current Energy News Posted: Thu May 15, 2008 5:06 pm Subject: Re: The Oil Nonbubble |
Crude Price has completely detached from its fundamentals which indicate a $70/barrel equilbrium price:
I don't quite understand where the data comes from...
how did you calculate the geopolitic ... |
| Topic: The Oil Nonbubble |
FreddyH
Replies: 49
Views: 1282
|
Forum: Current Energy News Posted: Thu May 15, 2008 5:14 am Subject: Re: The Oil Nonbubble |
Crude Price has completely detached from its fundamentals which indicate a $70/barrel equilbrium price:
http://trendlines.ca/TrendLinesBarrelMeterOilPriceFearPremiumsChart80514.gif |
| Topic: IEA OMR for April 2008 |
FreddyH
Replies: 6
Views: 427
|
Forum: Current Energy News Posted: Wed May 14, 2008 11:22 pm Subject: Re: IEA OMR for April 2008 |
| The differential of 1.4-mbd from EIA stats is getting a bit absurd. It is based on IEA's failure to address energy inputs for BTL, heavy, x-heavy & bitumen processing.Do you know if IEA estimates ... |
| Topic: Weekly US Petroleum and NG Supply Reports (Current) |
FreddyH
Replies: 22
Views: 1152
|
Forum: Current Energy News Posted: Wed May 14, 2008 8:29 pm Subject: Re: Weekly US Petroleum and NG Supply Reports (Current) |
| Again today, the rhetoric reflects far too much expectation wrt consumer demand destruction. Only 6% of the CPI is comprised of home fuel oil/propane and transporation fuels. One could argue that ev ... |
| Topic: Housing & Economic Collapse - In Progress - #2 |
FreddyH
Replies: 389
Views: 18365
|
Forum: Current Energy News Posted: Tue May 13, 2008 7:46 pm Subject: Re: Housing & Economic Collapse - In Progress - #2 |
FreddyH said:
The reality is that the American Economy turned around back in February...
This should be preserved as the most misinformed comment ever make on PO News!
Janet Yellen is my fav ... |
| Topic: Housing & Economic Collapse - In Progress - #2 |
FreddyH
Replies: 389
Views: 18365
|
Forum: Current Energy News Posted: Tue May 13, 2008 4:52 pm Subject: Re: Housing & Economic Collapse - In Progress - #2 |
The financial markets' turmoil is not easing.
The reality is that the American Economy turned around back in February...
http://trendlines.ca/TrendLinesRecessionMeterUSAcoincidentindex80508.gif |
| Topic: Is there a production graph? |
FreddyH
Replies: 9
Views: 539
|
Forum: Peak Oil Discussion Posted: Tue May 13, 2008 4:35 pm Subject: Re: Is there a production graph? |
Freddy,
I'm sure you have commented on this elsewhere, but this is a pretty good place to rehash it.
Assuming your projected production curve is accurate, I would think that there will still be ... |
| Topic: Is there a production graph? |
FreddyH
Replies: 9
Views: 539
|
Forum: Peak Oil Discussion Posted: Tue May 13, 2008 2:35 pm Subject: Re: Is there a production graph? |
...according to that graphs, 2005 was the peak of crude oil, but we have not experience yet the peak of total liquids... and there are some reserves to refine.
How many years from the peak of conve ... |
| Topic: IEA OMR for April 2008 |
FreddyH
Replies: 6
Views: 427
|
Forum: Current Energy News Posted: Tue May 13, 2008 2:14 pm Subject: Re: IEA OMR for April 2008 |
The differential of 1.4-mbd from EIA stats is getting a bit absurd. It is based on IEA's failure to address energy inputs for BTL, heavy, x-heavy & bitumen processing.
As the TrendLines charts ... |
| Topic: Are NG prices about to plummet? |
FreddyH
Replies: 6
Views: 390
|
Forum: Current Energy News Posted: Tue May 13, 2008 1:45 pm Subject: Re: Are NG prices about to plummet? |
| Based on fundamentals (considering projected inventories, etc) nat'l gas should be $8. But its historic link with crude (due to subsititution options) indicates that the price should be $17. Until t ... |
| Topic: Housing & Economic Collapse - In Progress - #2 |
FreddyH
Replies: 389
Views: 18365
|
Forum: Current Energy News Posted: Tue May 13, 2008 12:58 pm Subject: Re: Housing & Economic Collapse - In Progress - #2 |
| Sure prices are contractually locked in between party's in order to have stable basis for logistics and development, but that is where futures markets come in to settle the price between supplier and ... |
| |
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