blu

Surprising Upturn for the Energy Sector

Many are thinking oil and natgas are due a pullback, and I sure can't say they are wrong.
However, if there is a pullback, I believe it will be shallow and short lived.
The massive flood of Obamamoney has started flowing into the system. Serious inflation projections are about to be tested.
Historically, there has never been such an injection of capital of this magnitude. In the same vein, we will have never experienced the inflationary pressure that comes with such.

In addition, I still believe that some people view "the market" in what I call short term tunnel vision. They are measuring the oil and gas market with short sighted "current market conditions".
The market actually is looking ahead, and the pending economic recovery is outweighing ALL of the standard measures of supply and demand.
This is due to the fact that demand will overwhelm the currently suppressed supply in very short order with any recovery.
Yes, supply can be added, but it always comes after prices have escalated.

To me, it would be too risky to be shorting any commodity, (especially oil and natgas) or most any energy stock.

Making Natural Gas Transportation a Reality

Mr. Fitzsimmons,
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Your post:
blu: EVs are indeed more efficient than gasoline cars. theoretically, if the solar and wind infrastructure was built out, and we had an efficient electric grid, they would be a great solution. and they will be some day. but today, the renewable energy and efficient grid aren't a reality. as i explained in previous articles, at less than 3% of total US electrical generation, to support EVs now at the expense of NG transportation is wrongheaded because it means the US would have to greatly increase its coal consumption. this is a common mistake the environmental purists make because they dont take the time to analyze total US electricity supply sources and make pragmatic and realistic conclusions. people who do take the time to do so realize natural gas is the perfect "bridge" fuel to a renewable future, to get us through the next decade or two while we build out renewable infrastructure.
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So you seem to be saying you agree that if EV's were to become a major mode of transportation we would be increasing the amount of hydrocarbons needed to fuel these vehicles, because the infrastructure for "alternatives" does not exist. You say coal consumption would increase....

So EV's are not logical or viable as a green solution until such time that the US can switch over to "alternative sources".
EV's would therefore be detrimental to our environment and economically unjustified.

so the answers to my questions would seem to be YES.
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1) So my question is kinda simple. Is all this crap about EV's just another boondoggle like ethanol??

2) Are we gonna burn more (pollute more) hydrocarbons just so we can say we aren't polluting with our vehicles?
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As posted earlier, I am on your bandwagon. I would just like to see some common sense used before spending more of my tax monies.

Making Natural Gas Transportation a Reality

I'm just a dumb ol' Texas oilman and need some education.

I think I remember from way back in a physics class, that there was a rule, or somethin', that said when you convert energy from one form to another form you always lose some percentage from the original source.

I am just wondering how the hell an electric powered car can be as efficient as a car that burns hydrocarbons. Considering the fact that the electricity is mostly generated by hydrocarbons it would seem that it would take more hydrocarbons to generate vehicular electricity than it takes the amount of hydrocarbons burned directly in the vehicle with an internal combustion engine.

So my question is kinda simple. Is all this crap about EV's just another boondoggle like ethanol??

Are we gonna burn more (pollute more) hydrocarbons just so we can say we aren't polluting with our vehicles?

The greenies are already griping about disposal of flashlight batteries... what in heck are we gonna do with all those car batteries when they wear out...???

Making Natural Gas Transportation a Reality

Mr. Fitzsimmons,

I am aboard your bandwagon with one caveat to your statement:

"If natural gas transportation doesn’t begin to take root soon in the US, peak oil and high energy prices will whack the US economy again. "

I'm afraid it is already too late to prevent the high energy costs from whacking the US again.

That doesn't mean we don't continue to push for NG transportation.
It is hard to get this administration onboard because this concept is built upon common sense.
There's a huge shortage of common sense in Washington, D.C.

Chesapeake Energy Unable to Rally Even After Positive News

Any company paying over $25K per acre in lease bonuses for Barnett Shale reserves and then spending the amounts of money they do drilling ... is a loser!!

Just a West Texas oil producers viewpoint.