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  • Four Charts from BP's Statistical Review of World Energy [View article]
    Some of the companies that will benefit from the growth in African reserves would be the cellphone providers in Africa such as MICC or the deepwater drillers such as RIG or ATW.


    On Nov 09 11:59 AM Alan Young wrote:

    > Very useful info. Two salient points:
    >
    > 1. Asia has doubled its use of coal in 10 years, while the rest of
    > the world has remained flat.
    >
    > 2. The proportion of proven oil reserves is slipping away from the
    > Middle East and Asia, while leaping upward in Africa.
    >
    > There must be an investment thesis or two waiting to be formed from
    > this, plus a few other data points.
    Nov 09 12:19 pm |Rating: +2 0
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