Comments on Peter McKenzie-Brown's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/peter-mckenzie-brown/articles http://seekingalpha.com/article/131641-unconventional-natural-gas-just-a-frac-away?source=feed#comment-712241 712241 Sun, 11 Oct 2009 01:23:59 -0400 http://seekingalpha.com/article/131641-unconventional-natural-gas-just-a-frac-away?source=feed#comment-534854 534854 Sat, 06 Jun 2009 11:34:05 -0400 http://seekingalpha.com/article/131641-unconventional-natural-gas-just-a-frac-away?source=feed#comment-468986 468986 Water is a problem with these wells and in the Barnett shale they > are running out of water. Also, and so far, the Obama administration > has only supergreen technologies on his plate. Even in speeches, > Obama lists NG as a polluter along with coal and oil. > Can somebody explain to me how wind energy and solar will put gasoline > in my gas tank? > Obama seems to think so.]]> Sun, 19 Apr 2009 19:54:07 -0400
I think Obama wants you turn in your current car under a "Cash for Clunkers" program (supported by taxes, of course), and purchase a soon to be mass produced electric car (snark off) for which you'll receive another tax credit (again, courtesy of the taxpayer).

Is it clearer now?

On Apr 19 06:46 PM Steve Ward wrote:

> Water is a problem with these wells and in the Barnett shale they
> are running out of water. Also, and so far, the Obama administration
> has only supergreen technologies on his plate. Even in speeches,
> Obama lists NG as a polluter along with coal and oil.
> Can somebody explain to me how wind energy and solar will put gasoline
> in my gas tank?
> Obama seems to think so.]]> http://seekingalpha.com/article/131641-unconventional-natural-gas-just-a-frac-away?source=feed#comment-468930 468930 Sun, 19 Apr 2009 18:46:12 -0400 Can somebody explain to me how wind energy and solar will put gasoline in my gas tank?
Obama seems to think so. ]]> http://seekingalpha.com/article/131641-unconventional-natural-gas-just-a-frac-away?source=feed#comment-468569 468569 Sun, 19 Apr 2009 12:45:56 -0400
To Mr. Banks; Granted, there's currently a glut of NG available, so higher production doesn't bode well for future gas prices, but given the current administration's "green" stance, I can't help but suspect there'll be a notable increase in gas-fired power generation plants.]]> http://seekingalpha.com/article/131641-unconventional-natural-gas-just-a-frac-away?source=feed#comment-468379 468379 Sun, 19 Apr 2009 11:01:04 -0400
Yes, the gas supply picture may eventually brighten, but to my way of thinking, when the present macro troubles are cleared up, some bad news about gas is going to appear. ]]> http://seekingalpha.com/article/131641-unconventional-natural-gas-just-a-frac-away?source=feed#comment-468193 468193 jack]]> Sun, 19 Apr 2009 08:59:21 -0400 > jack]]> http://seekingalpha.com/article/108950-canadian-petroleum-sector-the-squeeze-is-on?source=feed#comment-320480 320480 Thu, 04 Dec 2008 02:12:55 -0500
People's Daily on the Coal discovery, try looking beyond your nose. All US coal producers rose as China was stockpiling before the Olympics, Not Just Met. Coal or didn't you notice.

Typical commentary: Duh, Duh, Duh.

China stopped exporting coal last year. In 2005, they had 12,000 coal mines producing. By 2007, that number shrank to 10,000. Ever hear of depletion, works in the coal industry as well as any other hard commodity industry. Additionally, people became unwilling to enter a number of mines because of the rising death toll.

Coal drives their electrical generation capability. The Chinese coal shortage drove coal prices up. Who do you think we were exporting coal to, Russia?

Duh

]]> http://seekingalpha.com/article/108950-canadian-petroleum-sector-the-squeeze-is-on?source=feed#comment-320358 320358 Wed, 03 Dec 2008 20:40:49 -0500 Also..and this is something anyone who posts on this site and pretends to expertise should know..China is coal heavy...they rely on oil imports but it is COAL that drives their industrial economy. Whatever coal they need in excess of their own production is easily gotten from Australia.
The coal that is critical to steel production is metallurgical coal..all from Australia. Duh.]]> http://seekingalpha.com/article/108950-canadian-petroleum-sector-the-squeeze-is-on?source=feed#comment-319613 319613 Wed, 03 Dec 2008 07:56:18 -0500
Coal, Maybe? They are in the process of deciding how to develop a massive coal discovery, initially estimated at 23 Billion Tons.

As coal companies rise again, don't overstay your welcome this time around. IMHO

]]> http://seekingalpha.com/article/92385-chvez-s-new-world-order?source=feed#comment-239802 239802 Wed, 27 Aug 2008 02:34:59 -0400 http://seekingalpha.com/article/92385-chvez-s-new-world-order?source=feed#comment-239607 239607 Tue, 26 Aug 2008 17:53:19 -0400 http://seekingalpha.com/article/92385-chvez-s-new-world-order?source=feed#comment-238944 238944 Mon, 25 Aug 2008 21:59:19 -0400 http://seekingalpha.com/article/92385-chvez-s-new-world-order?source=feed#comment-238649 238649 Mon, 25 Aug 2008 13:51:42 -0400
Chavez has come to realize a few things after kicking out the multinationals in 2006.

1) Venezuela's conventional oil reserves are depleting much faster than he originally anticipated. The inefficiency of PVDSA operations does not help matters.
2) His only hope is in the Orinoco tar sands. The original companies ExxonMobin and ConocoPhilips involved with Orinoco fields said they would rather lose their original investment that agree to Chavez's terms.
3) His only hope is to trick Canadian oil sands producers into helping him with Orinoco heavy oil production. He has finally realized oil sands production requires a great deal more expertise than regular oil production and needs outside help.
4) If any company is stupid enough to help him, they will face the same fate as the "Gringo capitalists" from the multinational oil companies who were kicked out in 2006.


]]> http://seekingalpha.com/article/92385-chvez-s-new-world-order?source=feed#comment-238519 238519 Mon, 25 Aug 2008 11:52:59 -0400 http://seekingalpha.com/article/92385-chvez-s-new-world-order?source=feed#comment-238477 238477 Mon, 25 Aug 2008 11:14:08 -0400 http://seekingalpha.com/article/92385-chvez-s-new-world-order?source=feed#comment-238144 238144 Mon, 25 Aug 2008 02:02:48 -0400 http://seekingalpha.com/article/92385-chvez-s-new-world-order?source=feed#comment-238035 238035 Sun, 24 Aug 2008 21:34:03 -0400
Perhaps it hasn't sunk in yet, how utterly incompetent the NOCs are, uniformly, worldwide. Aramco minus Halliburton equals zero.]]> http://seekingalpha.com/article/92385-chvez-s-new-world-order?source=feed#comment-238009 238009 Sun, 24 Aug 2008 20:36:49 -0400 http://seekingalpha.com/article/92385-chvez-s-new-world-order?source=feed#comment-237973 237973 Sun, 24 Aug 2008 19:29:38 -0400
I'd like to point out, that I have lived in several foreign countries, love other cultures and do for the most part understand and support them. And I have just purchased MTL and Gazprom as I do believe that Gazprom. being tied to the government will do OK.. I also think Metel has obliged with hat in hand and will survive this go round. But, I wouldn't touch anything in Venezuela with a ten foot pole...

jegan ;-) ]]> http://seekingalpha.com/article/92385-chvez-s-new-world-order?source=feed#comment-237873 237873 Sun, 24 Aug 2008 15:59:15 -0400
bullishbankers.com]]> http://seekingalpha.com/article/92385-chvez-s-new-world-order?source=feed#comment-237870 237870 Sun, 24 Aug 2008 15:55:46 -0400 1. PdVSA has largely "benefitted" by what can only be accurately described as large scale theft. Private oil companies spent billions and Chavez took those assets and contracts by force. Why any company would do business other than on a cash and carry basis with this country is beyond comprehension.
2. Mexico's Pemex WAS a major oil exporter..it's not now. What makes Mr. Vierma think they will be again? In fact, Mexico's oil future is in serious doubt because it operates under the same political agenda as Venezuela...resources are used togrease the skids of political power thru welfare.
3. Lukoil and Chevron ARE privately owned..the others aren't. Russia, which follows a "nationalization" program by criminalizing companies unwilling to become part of the cartel will soon drive Lukoil to the edge.
This is the "new world order???" Looks like plain old fashioned intimidation and thuggery..just ask Cemex how forward looking Venezuela is....
Canada would do well to strive to be as different from Venezuela as possible...if for no other reason than self respect.]]> http://seekingalpha.com/article/91074-china-s-energy-strategy-panda-or-dragon?source=feed#comment-232369 232369 Sun, 17 Aug 2008 11:45:54 -0400 It is 100% a Tiger in every possible respect.

In terms of energy security, China will go to any length even partnering up with their main competitor the USA.

China had a special secret deal with USA to back their activites going into Iraq in return for oil. In return they proved very useful especially in using its influence with Pakistan.
]]> http://seekingalpha.com/article/82917-q-a-with-marcel-coutu-ceo-of-canadian-oil-sands-trust?source=feed#comment-194290 194290 Fri, 27 Jun 2008 12:26:01 -0400 http://seekingalpha.com/article/82917-q-a-with-marcel-coutu-ceo-of-canadian-oil-sands-trust?source=feed#comment-194204 194204 jack]]> Fri, 27 Jun 2008 11:24:23 -0400 > jack]]> http://seekingalpha.com/article/82917-q-a-with-marcel-coutu-ceo-of-canadian-oil-sands-trust?source=feed#comment-194062 194062 Fri, 27 Jun 2008 09:43:02 -0400 I like (and have) COS as well. It is a very well run company. Over the past few years it has paid off most of its debt and increased dividends substantially. Kurt Wulff accurately predicated the many dividend increases that have occured since 2005.

Canada is (and will remain) the leader in oil sands technology thanks to Hugo Chavez.
Billions of dollars from multinational oil companies are flowing into Alberta to develop the oil sands. Chavez really screwed it up when he kicked out the mutlinationals. Venezuela will soon be on the same path as Mexico in regards to conventional oil depletion and will be powerless to develop its own oil sands, since this requires hugh CAPEX and no one will invest a cent in Venezuala after Chavez took over multinational assets in recent times.

Canada offers great returns on oil investment and political stability.


]]> http://seekingalpha.com/article/82917-q-a-with-marcel-coutu-ceo-of-canadian-oil-sands-trust?source=feed#comment-193892 193892 Fri, 27 Jun 2008 04:34:27 -0400
I found his comments in regards to global oil supply to be of most interest, and further, his thoughts agree with those of T. Boone Pickens, Kurt Wulff, and others who's comments I follow closely. IMHO, these guys have it right, and those that say the world has plenty of oil, are not seeing the 'big global picture'.

In addition, his comments on total global oil supply, vs. global natural gas supply, I think is important. We here in the US have huge natural gas supplies that we need to develop and use much more effiecently. I see that happening in the coming years, IMHO.

Canadian oil sands development is going to become critical to the US's oil supply very shortly, IMHO, and it behoves us to listen carefully to people such as this. Mexican supplies are drying up, and without outside help, Mexico will be importing oil within a few years. Canada will soon become our major source of crude oil.

The stock/trust pays very well, also, and analyst Kurt Wulff projects 70 years of production without decline.


Again, I own the stock/trust.]]> http://seekingalpha.com/article/82665-canadian-crude-pushing-south?source=feed#comment-193788 193788 Thu, 26 Jun 2008 21:14:04 -0400 http://seekingalpha.com/article/82665-canadian-crude-pushing-south?source=feed#comment-193540 193540 Thu, 26 Jun 2008 14:09:46 -0400
What Canada overlooks is the fact that there is only one country preventing all of Canada's natural resources from being outright expropriated by other nations through force (ie.China), and it is called the United States.

As a Canadian by birth, I know how my relatives and the Canadian media love to snipe at the U.S..Canada looks to world markets for its oil. But maybe a discount and an assured supply to its southern neighbor is fair compensation in view of Canada's naive or short sighted chronic underfunding of its military for its protection.

It is very topical, considering Canada's current concern over Russian claims on the Artic offshore oil areas.

"Who you gonna call" Canada, if Russia tries to move in on your Arctic resources?

I think it is called the United States of America.]]> http://seekingalpha.com/article/82665-canadian-crude-pushing-south?source=feed#comment-193477 193477 jack]]> Thu, 26 Jun 2008 13:09:29 -0400 > jack]]>