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Some things are worth waiting for..

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We have argued it before, long-term, as a result of the fundamental growth story of populous nations whose inhabitants want, and can increasingly afford, a middle-class life which is MUCH more energy intensive, demand for energy is structurally rising, and supply is struggling to keep up. The results are quite predictable…

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We wrote about the Pickens plan before, it’s a bridging plan to wean the US off (foreign) oil by using wind energy for electricity production and natural gas for driving vehicles. Just as Boone’s investments, it has hit some snags, but that’s not stopping the 80 year old billionaire..
Oil billionaire revises plan to reduce foreign […]

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Here it is, highlights are from us.

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If you think low energy prices are here to stay, think again..

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There is another article on the AGL sale of its stake in the Exxon/OilSearch LNG project and fields, with very interesting valuation implications for InterOil.

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If you ever wondered why Merrill Lynch is fighting to stay into InterOil’s LNG plans, read the following below, with some VERY interesting valuation implications.

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Oil prices might be down a lot, but they will rise again soon, the supply problem is far more structural and worse than the much more temporal demand ‘problem’..

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Here is a good article about the oil market. As we argued quite a few times before, no matter how big the demand problems seem to be at the moment, supply has bigger and, especially, more permanent problems.

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InterOil’s share price collapse from the mid twenties to ten was, although bad in itself, not worse than most other small energy companies with a need for funding, and the whole market was terrible in these few weeks. However, there seem to have been special forces at work.

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