Food and commodities the place to be
According to legendary investor (who once travelled the world on a motorbike in search for the next emerging market) Jim Rogers…
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 […]
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, […]
Peak-oil is here part 3
Continued from part II..
Peak-Oil is here part 2
And the consequences are not hard to predict..
Peak-oil is here I
Although we do not agree with the author’s argument that the Obama government is doing nothing about a looming energy crisis, his main thesis, that such an energy crisis is […]
Is it time to buy oil?
If it isn’t, the time is nearing…