Rrrrrrroarrrrrrr, InterOil’s Antelope1 well sets records
It actually could be a world record…
Some thoughts on InterOil’s progress
A few comments from us
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..
InterOil: Ross Smith bites the dust
A third (as far as we know) Ross Smith (RS) report appeared this week on InterOil (dated Jan 15 2009). For those not in the know, Ross Smith used to […]
InterOil, it keeps getting better.
In our last installments we reported that, realistically, the risk that InterOil wouldn’t have enough gas for an LNG facility had all but disappeared. But the news is getting better. […]
Some preliminary conclusions from InterOil’s Antelope1 well
Some things are worth waiting for..