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  • The Great Oil Deception: Part Three [View article]
    As so many others have said, the article does not support the headline. Folding in Alaska made the curve move sideways for a few years. Quadrupling the price of crude gets you an uptick to two years ago's productionl
    Dunno what alpha is, but you're not finding it.
    Jun 19 20:13 pm |Rating: 0 0 |Link to Comment
  • The Great Oil Deception: Part Two [View article]
    So if it weren't for that pesky cycle, the new Brazilian oil could be produced for the same price as the North Sea? And ANWAR as cheaply as Odessa?
    Jun 15 08:59 am |Rating: 0 0 |Link to Comment
  • Is OPEC Killing Itself? [View article]
    Or, OPEC could be looking at their finite reserves and maximizing total return over the next 50 years.
    Apr 11 15:14 pm |Rating: 0 0 |Link to Comment
  • Deutsche Bank’s $150 Call: Peak Oil Light [View article]
    I suggest that DB really did mean "transport". While trucks indeed cannot readily be made more efficient, much freight currently hauled by truck could be shifted to rail which is significantly fuel efficient. In turn, the railroads could be electrified, at least the mainlines, saving even more oil.
    Feb 29 10:40 am |Rating: 0 0 |Link to Comment
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