China is buying energy resources left, right, and center..
We already noted it earlier, but the sums are large, and the format is nice: cash strapped energy developers get cash for long-term supply contracts.
China prepares for energy crunch
We already posted some remarkable material from Simmons and co, who argued with hard figures that oil production has peaked in 2005. Now, the International Energy Agency (IAE) is warning […]
Investment Thesis for InterOil part 2: LNG markets
In the first episode, we took a look at the world oil market. The situation for natural gas is, if anything, even worse, although nothing of that is visible because […]
Investment thesis for InterOil Part1, energy markets
We assemble a series of sources that provide a comprehensive picture. There will be a couple of parts. The first part is the state of energy markets in general. Demand […]
Why there is no world market for natural gas
We read stories about a coming “US gas glut”. There is something in that, but it will mostly be a local phenomenon. Here is why..
LNG plans on PNG
A must read..
Pickens plan mark II
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 […]
Low energy prices won’t last
If you think low energy prices are here to stay, think again..
Supply of oil in worse shape than demand
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’..
Oil market
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, […]