Loup-Garou's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/184664/comments http://seekingalpha.com/article/140448-why-is-oil-creeping-back-up?source=feed#comment-526949 526949
In the middle east, social unrest comes when the government can no longer pay for services wanted by citizens. (applies domestically also).

Considering the declared policies of this administration and Congress, there is a huge risk in owning any U.S. based oil stock. Payback and punitive measures are now policy in the U.S. For risk aversive folks (moi) companies outside U.S. look more attractive.]]> Mon, 01 Jun 2009 15:29:07 -0400
In the middle east, social unrest comes when the government can no longer pay for services wanted by citizens. (applies domestically also).

Considering the declared policies of this administration and Congress, there is a huge risk in owning any U.S. based oil stock. Payback and punitive measures are now policy in the U.S. For risk aversive folks (moi) companies outside U.S. look more attractive.]]> http://seekingalpha.com/article/120687-top-10-energy-stocks-and-an-overlooked-power-fund?source=feed#comment-390889 390889 Excellent article, with informative comments. Thanks.

For a couple of years I have thought the government might issue vouchers for gasoline, to avert social unrest in the U. S. Yesterday a comment on a blog expanded that to include food.

Which means the U.S. government will effectively subsidize/underwrite prices if crude goes "too high".]]> Mon, 16 Feb 2009 15:13:16 -0500 Excellent article, with informative comments. Thanks.

For a couple of years I have thought the government might issue vouchers for gasoline, to avert social unrest in the U. S. Yesterday a comment on a blog expanded that to include food.

Which means the U.S. government will effectively subsidize/underwrite prices if crude goes "too high".]]> http://seekingalpha.com/article/111676-the-good-the-bad-and-the-inaccurate-oil-forecasts?source=feed#comment-335157 335157
In the stock and commodities markets it is usually easier to predict WHAT is

going to happen than WHEN it is going to happen.

The next terrorist attack of scale will drive oil over $100. Sure. But when?]]> Sun, 21 Dec 2008 15:46:55 -0500
In the stock and commodities markets it is usually easier to predict WHAT is

going to happen than WHEN it is going to happen.

The next terrorist attack of scale will drive oil over $100. Sure. But when?]]> http://seekingalpha.com/article/110380-2009-oil-forecast-down-to-50-td-newcrest?source=feed#comment-330395 330395 Mon, 15 Dec 2008 18:04:55 -0500 http://seekingalpha.com/article/104383-provident-energy-trust-income-for-today-and-tomorrow?source=feed#comment-319278 319278 Great article. My thanks to everyone who posted comments.

They are lucid, reassuring, and useful.

People who like the Canroys come across as a decent bunch.]]> Tue, 02 Dec 2008 18:33:48 -0500 Great article. My thanks to everyone who posted comments.

They are lucid, reassuring, and useful.

People who like the Canroys come across as a decent bunch.]]> http://seekingalpha.com/article/92208-geologist-in-terms-of-supply-and-demand-the-oil-peak-is-past?source=feed#comment-237242 237242 Great article. As usual, comments are even better than the article.

The talking heads on TV make it sound as though oil will be replaced by the alternatives, tomorrow, or next week at latest. Meanwhile, don't invest in a buggywhip factory as we said in the 30s.

Oil will be around until affordable alternatives get here.
]]> Sat, 23 Aug 2008 13:20:02 -0400 Great article. As usual, comments are even better than the article.

The talking heads on TV make it sound as though oil will be replaced by the alternatives, tomorrow, or next week at latest. Meanwhile, don't invest in a buggywhip factory as we said in the 30s.

Oil will be around until affordable alternatives get here.
]]> http://seekingalpha.com/article/91216-the-market-s-view-on-oil?source=feed#comment-232097 232097
Maybe oil goes to $30 as one gentleman wrote yesterday.......and maybe all our cars will run on moonbeams.

Meanwhile, Pelosi sabotages all attempts at American energy independence.
So I will stick with T. Boone until the string runs out.]]> Sat, 16 Aug 2008 18:20:31 -0400
Maybe oil goes to $30 as one gentleman wrote yesterday.......and maybe all our cars will run on moonbeams.

Meanwhile, Pelosi sabotages all attempts at American energy independence.
So I will stick with T. Boone until the string runs out.]]> http://seekingalpha.com/article/90926-canroys-remain-attractive-as-oil-related-investments?source=feed#comment-230641 230641
The geopolitical forces are at work on oil prices. Canada with secondary and tertiary recoveries is a great blessing to the States. Canroys make lots of mistakes, but get bailed out by high crude prices. At their worst, most are still good investments. The old "businessman's risk" as Forbes Mag. used to say.

Thanks, write more.]]> Thu, 14 Aug 2008 17:30:23 -0400
The geopolitical forces are at work on oil prices. Canada with secondary and tertiary recoveries is a great blessing to the States. Canroys make lots of mistakes, but get bailed out by high crude prices. At their worst, most are still good investments. The old "businessman's risk" as Forbes Mag. used to say.

Thanks, write more.]]> http://seekingalpha.com/article/90243-200-oil-before-decade-s-end-not-year-s?source=feed#comment-228176 228176 Exceellent article. The comments are even better, except for the confused fellow re: decade. ]]> Mon, 11 Aug 2008 17:36:30 -0400 Exceellent article. The comments are even better, except for the confused fellow re: decade. ]]> http://seekingalpha.com/article/89423-nobody-cares-how-the-energy-crisis-gets-solved?source=feed#comment-225389 225389
There are plenty of people here who would be perfectly happy to see gasoline at $9 to $11 a gallon "just like in Europe". They figure then people would drive less and "quit destroying mother earth...".

It is true that as prices slide, people use more...they want cheap gasoline.

California gas is formulated to pollute less, but it tends to give very poor mileage...so to make up for the loss of mileage you have to buy more gas. It is a delight to go to Arizona or Nevada, and load up gas...it gives better mileage, and costs about 50-55 cents per gallon less.

T. Boone has some pretty good ideas, but they won't solve the "crisis".]]> Thu, 07 Aug 2008 15:10:40 -0400
There are plenty of people here who would be perfectly happy to see gasoline at $9 to $11 a gallon "just like in Europe". They figure then people would drive less and "quit destroying mother earth...".

It is true that as prices slide, people use more...they want cheap gasoline.

California gas is formulated to pollute less, but it tends to give very poor mileage...so to make up for the loss of mileage you have to buy more gas. It is a delight to go to Arizona or Nevada, and load up gas...it gives better mileage, and costs about 50-55 cents per gallon less.

T. Boone has some pretty good ideas, but they won't solve the "crisis".]]> http://seekingalpha.com/article/87353-oil-prices-global-gdp-and-net-oil-exports?source=feed#comment-216710 216710 An extremely helpful article. The chart is breathtaking.

If you believe that in the oil markets prices are set at

the margins, then higher prices can be anticipated.
]]> Mon, 28 Jul 2008 14:37:38 -0400 An extremely helpful article. The chart is breathtaking.

If you believe that in the oil markets prices are set at

the margins, then higher prices can be anticipated.
]]> http://seekingalpha.com/article/85646-ubs-analyst-energy-trusts-offer-exceptional-value?source=feed#comment-208804 208804
These stocks are pink sheet in U.S., but trade legitimately on the Canadian exchange--Toronto I think.

Vermilion has assets in France, which if a negative to me because of French labor laws. Crescent is certainly a "Businessman's Risk", as the old Forbes magazine used to say.]]> Fri, 18 Jul 2008 12:57:30 -0400
These stocks are pink sheet in U.S., but trade legitimately on the Canadian exchange--Toronto I think.

Vermilion has assets in France, which if a negative to me because of French labor laws. Crescent is certainly a "Businessman's Risk", as the old Forbes magazine used to say.]]> http://seekingalpha.com/article/85553-confirmatory-bias-and-oil-investing?source=feed#comment-208793 208793 Fri, 18 Jul 2008 12:49:57 -0400 http://seekingalpha.com/article/84966-gas-lines-coming-this-fall?source=feed#comment-206453 206453 America has a problem that is not, at bottom, an energy problem.
America is in a chaotic state of denial, and lacks any concensus, any focussing of the political will of this country to do what is necessary to survive. Our present course is suicidal.

Czarist Russia in February 1917 had an implosion, not a Revolution. The government could not function, and the bread riots followed the pattern of the bread riots of the French Revolution over 100 years earlier. The Czar left the scene.

October, 1917, was not a Revolution, as advertised, but a short-lived coup d'etat by the Bolsheviks. The actual Revolution started a bit later when ordinary people realized their country had been hijacked. The Bolsheviks re-named themselves "Communists" in a PR move, in case you forgot.

When the bread riots and the gasoline riots start in America, this will signal the beginning of the end. It will be war. As a Russian military instructor taught, "War is War...War is kill or be killed."

Want to survive? Buy into companies outside the U.S.A. Brazil and Canada come to mind.

]]> Tue, 15 Jul 2008 19:33:04 -0400 America has a problem that is not, at bottom, an energy problem.
America is in a chaotic state of denial, and lacks any concensus, any focussing of the political will of this country to do what is necessary to survive. Our present course is suicidal.

Czarist Russia in February 1917 had an implosion, not a Revolution. The government could not function, and the bread riots followed the pattern of the bread riots of the French Revolution over 100 years earlier. The Czar left the scene.

October, 1917, was not a Revolution, as advertised, but a short-lived coup d'etat by the Bolsheviks. The actual Revolution started a bit later when ordinary people realized their country had been hijacked. The Bolsheviks re-named themselves "Communists" in a PR move, in case you forgot.

When the bread riots and the gasoline riots start in America, this will signal the beginning of the end. It will be war. As a Russian military instructor taught, "War is War...War is kill or be killed."

Want to survive? Buy into companies outside the U.S.A. Brazil and Canada come to mind.

]]> http://seekingalpha.com/article/84627-the-long-case-for-canadian-oil-sands-trust?source=feed#comment-203753 203753 The comments are a bit more interesting and informative than the article. Keep up the good work.]]> Sat, 12 Jul 2008 14:10:38 -0400 The comments are a bit more interesting and informative than the article. Keep up the good work.]]> http://seekingalpha.com/article/84529-rbc-upgrades-canadian-natural-resources-downgrades-nexen?source=feed#comment-203205 203205 Fri, 11 Jul 2008 14:40:48 -0400 http://seekingalpha.com/article/83113-oil-at-new-highs-heading-to-the-exit-lane?source=feed#comment-196082 196082
Maybe "You just can't get to the post office from here." Or more likely, a lack of political leadership to lay out the alternatives to the public, develop a national dialogue, and make decisions. ]]> Mon, 30 Jun 2008 14:26:17 -0400
Maybe "You just can't get to the post office from here." Or more likely, a lack of political leadership to lay out the alternatives to the public, develop a national dialogue, and make decisions. ]]> http://seekingalpha.com/article/82986-so-you-think-oils-expensive-now?source=feed#comment-194414 194414 "All" the risks are unknown, and cannot be fully priced in. Many oil related stocks still trade at low multiples of earnings, as though the "correct" price is $70 bbl. Some of the potential supply disruptions are very real and have high probability. The demand destruction factors seem to be over the horizon.

Now we see through a glass darkly. After Labor Day we shall see more clearly.]]> Fri, 27 Jun 2008 15:02:58 -0400 "All" the risks are unknown, and cannot be fully priced in. Many oil related stocks still trade at low multiples of earnings, as though the "correct" price is $70 bbl. Some of the potential supply disruptions are very real and have high probability. The demand destruction factors seem to be over the horizon.

Now we see through a glass darkly. After Labor Day we shall see more clearly.]]> http://seekingalpha.com/article/82185-an-alternative-to-americas-gasoline-crisis?source=feed#comment-190272 190272 The perfect is always the enemy of the good.

Mr. Gorski has done an excellent job outlining many of the alternatives that are good, that would work.

America lacks the political will to pick one of the many solutions and see it throughto reality. Leaders come up with the solutions, explain them to the citizens, and thereby develop the national will.

Weep for America.]]> Sun, 22 Jun 2008 13:22:24 -0400 The perfect is always the enemy of the good.

Mr. Gorski has done an excellent job outlining many of the alternatives that are good, that would work.

America lacks the political will to pick one of the many solutions and see it throughto reality. Leaders come up with the solutions, explain them to the citizens, and thereby develop the national will.

Weep for America.]]> http://seekingalpha.com/article/82127-oil-prices-and-political-energy?source=feed#comment-189807 189807 Please remember oil is not just fuel. It is feedstock for our petrochemical industry. There are multiple solutions for the "high price" of gasoline and oil. So far, America does not have the national will, the political will, to adopt and carry out the solutions.

There is no national will to fight terrorism either. If there were, Congress would have declared War. The terrorists, whose religion dare not be named, are planning and attacking the infrastructure that brings the oil supply to our economy. Weep for America. We were a great country once.]]> Sat, 21 Jun 2008 14:43:37 -0400 Please remember oil is not just fuel. It is feedstock for our petrochemical industry. There are multiple solutions for the "high price" of gasoline and oil. So far, America does not have the national will, the political will, to adopt and carry out the solutions.

There is no national will to fight terrorism either. If there were, Congress would have declared War. The terrorists, whose religion dare not be named, are planning and attacking the infrastructure that brings the oil supply to our economy. Weep for America. We were a great country once.]]> http://seekingalpha.com/article/81515-bespoke-s-commodity-snapshot-6-16-08?source=feed#comment-187890 187890 Good analytical tool.]]> Wed, 18 Jun 2008 15:05:57 -0400 Good analytical tool.]]> http://seekingalpha.com/article/81737-shale-play-exposure-bodes-well-for-encana-s-future-growth?source=feed#comment-187884 187884 Wed, 18 Jun 2008 15:02:44 -0400 http://seekingalpha.com/article/81517-energy-mlps-and-royalty-trusts-analysts-love?source=feed#comment-187362 187362
Will mortgage my children to raise cash to buy this one.]]> Tue, 17 Jun 2008 18:46:27 -0400
Will mortgage my children to raise cash to buy this one.]]> http://seekingalpha.com/article/81397-the-great-oil-deception-part-two?source=feed#comment-186624 186624 Today the Saudis promised to increase their production. This seems to make us ever more dependent on foreign oil. At some OPEC meetings the members have laughed at the USA, because we have the oil here, but refuse to drill it.

At some point, the insanity of not having a workable national energy policy will have to be confronted. The people who are certain cow flatulence causes "global warming" must be overcome by the normals.]]> Mon, 16 Jun 2008 15:58:20 -0400 Today the Saudis promised to increase their production. This seems to make us ever more dependent on foreign oil. At some OPEC meetings the members have laughed at the USA, because we have the oil here, but refuse to drill it.

At some point, the insanity of not having a workable national energy policy will have to be confronted. The people who are certain cow flatulence causes "global warming" must be overcome by the normals.]]> http://seekingalpha.com/article/80909-xto-keeps-expanding-with-acquisitions-and-increased-production?source=feed#comment-184355 184355 Thu, 12 Jun 2008 13:46:09 -0400 http://seekingalpha.com/article/74258-upstream-mlps-and-canadian-royalty-trusts-high-return-high-risk?source=feed#comment-158237 158237 Instead of looting the companies for the management, the canroys give the owners a bit back.]]> Mon, 28 Apr 2008 18:34:18 -0400 Instead of looting the companies for the management, the canroys give the owners a bit back.]]>