Credit crisis is easing fast
And here is a tell-tale sign confidence in banks is returning…
Protected: InterOil rumors
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Manas off to a flying start
We hurried the article about Manas out last night because we had a feeling the rally wasn’t about to suddenly reverse, and indeed it didn’t, up another whopping 24%! We […]
The shape of US banks
Sensible stuff for US banks and investors..
New oil supplies need much higher prices to be profitable
All the major existing oilfields are in decline (or soon are to be in decline), sometimes even steep decline. New oil is largely unconventional and needs much higher prices to […]
Manas (MNAP)
A preliminary write-up on something that seems a bit of a gamble, but the pay-off seems way better than any casino to us. They are (or rather, their farm-in partner […]
LNG surge in the US imminent?
It’s not that bullish actually, because it’s a sign of faltering demand in Asia, due to the recession.. But there are some other interesting factoids in the article.
American natural gas prices will rebound
In the US, the picture is similar, mostly because of the unprecedented mothballing of rigs, but also due to cost and envirnomental issues, the gas market will rebound sooner rather […]
Demand for natural gas rose 2.1% in Europe despite recession
This is pretty interesting, despite an unprecedented recession, the demand for natural gas is still humming along quite nicely in Europe. Gas is relatively cheap in Europe, and that seems […]
The coming oil shock
You could have read many of the same arguments here the last couple of months, so it’s a nice summary. Those decline rates in the big oilfields are quite scary, […]