Lou Grinzo's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/126556/comments http://seekingalpha.com/article/160282-tiber-oilfield-spells-major-upside-for-prices?source=feed#comment-665511 665511
The one very minor addition I would throw into the mix is that any oil company going after this kind of find (not much oil, very expensive, production likely 7 to 10 years away) is that they have no better options. A fundamental issue with peak oil is that before the global production peaks we encounter much higher production costs simply because the easy, cheap oil can no longer meet demand.]]> Mon, 07 Sep 2009 17:32:28 -0400
The one very minor addition I would throw into the mix is that any oil company going after this kind of find (not much oil, very expensive, production likely 7 to 10 years away) is that they have no better options. A fundamental issue with peak oil is that before the global production peaks we encounter much higher production costs simply because the easy, cheap oil can no longer meet demand.]]> http://seekingalpha.com/article/136774-energy-department-to-halt-hydrogen-fuel-cell-research?source=feed#comment-498634 498634
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]]> http://seekingalpha.com/article/112065-gm-proves-there-is-an-alternative-to-bailouts?source=feed#comment-336626 336626 ]]> Tue, 23 Dec 2008 11:01:27 -0500 ]]> http://seekingalpha.com/article/91732-are-oily-characters-behind-crude-s-price-move?source=feed#comment-234841 234841 Wed, 20 Aug 2008 11:48:08 -0400 http://seekingalpha.com/article/90369-oil-does-supply-and-demand-still-apply?source=feed#comment-228803 228803
I see (and correct) this error constantly. Peak oil is purely a measure of the flow of oil. It has nothing to with supply falling short of demand (or the amount of oil still in the ground, which is another common error). For example: If the quantity demanded and the quantity supplied both kept rising, but we had an increasingly tight market with slowly rising prices, then we would clearly not be at peak oil (production is still rising), even though "production can no longer keep up with demand".

I also agree with the other comments above.]]> Tue, 12 Aug 2008 14:55:53 -0400
I see (and correct) this error constantly. Peak oil is purely a measure of the flow of oil. It has nothing to with supply falling short of demand (or the amount of oil still in the ground, which is another common error). For example: If the quantity demanded and the quantity supplied both kept rising, but we had an increasingly tight market with slowly rising prices, then we would clearly not be at peak oil (production is still rising), even though "production can no longer keep up with demand".

I also agree with the other comments above.]]> http://seekingalpha.com/article/82220-gm-and-ford-still-easy-shorts?source=feed#comment-190155 190155
As Mulally pointed out in an interview recently, Ford's internal projection is for US gasoline prices to remain in the range of $3.75 to $4.25 through the end of 2009. Once American consumers are further squeezed by energy and food inflation for another 18 months, how bad will all light truck (pickups, minivans, SUVs) sales be? I think we're just starting to see the US automarket reshape itself in response to the end of cheap oil, and the only question is how well will the Big Three react to that fundamental change.]]> Sun, 22 Jun 2008 11:15:23 -0400
As Mulally pointed out in an interview recently, Ford's internal projection is for US gasoline prices to remain in the range of $3.75 to $4.25 through the end of 2009. Once American consumers are further squeezed by energy and food inflation for another 18 months, how bad will all light truck (pickups, minivans, SUVs) sales be? I think we're just starting to see the US automarket reshape itself in response to the end of cheap oil, and the only question is how well will the Big Three react to that fundamental change.]]> http://seekingalpha.com/article/55731-the-impact-of-high-priced-oil-on-solar-manufacturers?source=feed#comment-103565 103565
Answer: According to the Dept. of Energy's Annual Energy Review, 1.5% for the most recent, full year. Higher oil prices will do more to push up the cost of solar than they will to increase the demand for solar panels, at least until we see a significant portion of our transportation fleet transitioned to electricity (EV's and plug-in hybrids).]]> Fri, 30 Nov 2007 12:29:39 -0500
Answer: According to the Dept. of Energy's Annual Energy Review, 1.5% for the most recent, full year. Higher oil prices will do more to push up the cost of solar than they will to increase the demand for solar panels, at least until we see a significant portion of our transportation fleet transitioned to electricity (EV's and plug-in hybrids).]]>