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Category Archives: Commodities

Tiger in your tank

Now here are a few (actually, quite a bit more) interesting point to ponder over. For instance, what is more realistic to cash strapped US consumers: buying an expensive new […]

June 2, 2009 admin

Car Country and Global Oil Depletion

The punchline is hidden deep in this article…

June 2, 2009 admin

Have we hit peak-oil already?

Here are a couple of people that suggest so, with figures in hand…

June 1, 2009 admin

A couple of nice oil sector charts

Oil is getting stronger and stronger (and speaking of it, they just recovered oil for the third time at InterOIL), let’s see whether that spills over into the sector..

May 29, 2009 admin

Saudi’s warns of $150 oil

They should know. They already have to pump massive amounts of water and gas in their fields to maintain the flow…

May 27, 2009 admin

Oil price to spike because needed investment falling dangerously behind

Oilfields decline on average at 6.7% a year (according to the IEA), the trillion dollar of investment needed just to replace that is not materializing…

May 26, 2009 admin

Some consequences of peak-oil

Economist call it the income and substitution effect. We think the latter will dominate though..

May 25, 2009 admin

Oil prises set to rise further

The Economist is not known as a natrual oil bull, so are they’re changing their mind?

May 22, 2009 admin

Jim Rogers sticking to China and commodities

Ain’t that a coincidence, just the two areas we are focusing on, with InterOil, eFuture and Manas…

April 21, 2009 admin

Rare commodities as an alternative energy play

We were already working on something like this, but then we found this article. It’s difficult to bet on a single company, or even a technology (investing in an EFT […]

April 15, 2009 admin

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