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Hi Jim,
Jun 04 13:07 pm
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All Comments by User 161473 »Global Net Oil Exports in Decline [View article]
I pretty much agree with your comments about ELM. Overall the ELM will prove to be correct, it is just a question of timing. Jeff and Khebab have done a good job with this model because it has raised awareness of the issue. You mentioned the production coming online in 2008 form the megaprojects website, you have to concede probably 40% of supposed production gets delayed. What is scary about the megaprojects website is there is not much coming on line after 2011. Should you value energy assets to production levels out 3 years?