Michael B. Krause

Peak Oil, Crude Price and Equity Correlation

I am only suggesting it will take $50 crude for it to be a serious stimulus, rather than braking force to the economy. The bulk of this article is quite bullish oil (long term), buying into peak oil. That is of course until demand destruction occurs at a faster rate than supply shortfall.

Options Trader: Wednesday Outlook

Agree that oil recovery is more expensive, but you forget one thing: the market doesn't care how much it costs to produce oil.

The market only cares if there is too much or too little supply, and will adjust price accordingly.

An Energy Policy that Makes Cents (and Sense)

I totally agree with the jist of this... So much that I made my own contribution in a letter to politicians on the concept. Similar minds think alike I guess:

scriabinop23.blogspot....

And on ethanol: scriabinop23.blogspot....