Credit Writedowns » peak oil

OPEC: near record production, spare capacity a concern

Sober Look — Thu, 26 Apr 2012 17:51:02 +0000

In addition to the hole left by the Iran sanctions, the Saudis are pressured to pump more in order to meet their own rising domestic demand. This is putting strains on OPEC's spare capacity

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[Premium] Is shale oil cheap?

Edward Harrison — Thu, 26 Apr 2012 15:00:42 +0000

There is some evidence that recently discovered shale oil fields cannot be successfully exploited at prices under $100 a barrel

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A Primer on Peak Oil

Edward Harrison — Fri, 20 Apr 2012 13:00:39 +0000

I ran across three separate articles on peak oil at well-regarded financial news sites today: The Economist, The Financial Times and Le Figaro. I thought I'd give you a run down of what they were saying and what it means for the economy and investing

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[Premium] Peak oil explains the Repsol YPF expropriation in Argentina

Edward Harrison — Wed, 18 Apr 2012 16:00:44 +0000

I think this should be obvious to everyone by now, but peak oil is a clear factor in the Argentina/Spain oil crisis. Here's what happened

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[Premium] Daily Commentary: Highest US March Gas Prices on Record

Edward Harrison — Tue, 20 Mar 2012 18:00:43 +0000

This daily commentary is a bronze level members-only post. I wonder how the oil issue is going to play out in this particular election since everyone seems to be talking about how high the price of gasoline/petrol is. In the US, we are seeing record numbers. here are some thoughts on the issue plus the links

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A Battle for Oil Production Is Brewing

Casey Research — Sat, 12 Nov 2011 16:45:18 +0000

With big oil's bank accounts full to the brim with cash, the stage is set for some significant acquisition activity... or, to put it another way, for a battle to buy producing assets. There are quite a number of contestants in the battle - big oil companies are not only competing against each other to sweep up good assets but also against the national oil companies of developing, energy-hungry nations like China, South Korea, and India. Oil demands are rising in these nations so quickly that just to cover expected annual demand increases those three countries would have to jointly spend $30 billion on acquisitions each year

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Saudi Arabia: When surging oil demand meets limited supply

Edward Harrison — Mon, 17 Oct 2011 17:21:29 +0000

The following note from Gulf News reinforces the concept that high population growth in the Middle East will slow the amount of oil available for export. I believe the consequences are higher prices

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Peak Coal and Jeremy Grantham’s Clarion Call on Natural Resources

Edward Harrison — Tue, 26 Jul 2011 20:39:32 +0000

Coal is one of many natural resources which are in short supply. This article provides one example from India. Jeremy Grantham believes that peak resources is a phenomenon which will pose problems for the global economy in the future. He has written a second consecutive quarterly note on peak resources that this time concentrates on the human suffering

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Five Misconceptions Squashed

Niels Jensen — Fri, 03 Jun 2011 11:00:00 +0000

Niels Jensen clears up a number of common misconceptions about the macroo environment which whave great importance for investing

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What does Jim Rogers think about the silver crash?

Edward Harrison — Thu, 05 May 2011 20:30:01 +0000

"I hope that silver goes down for a while because it was turning into a parabolic move, every parabolic move ends badly, I hope that silver and all commodities continue to go up with normal corrections along the way and in 5 or 10 years, they're going to be unbelievably high prices and then I hope I'm smart enough to sell if the bull market is coming to an end." -Jim Rogers, on CNBC this morning before the rout

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