baird

The Bull Case for Big Oil

Best to stick with some diversification IE XLE


On Mar 17 08:42 AM epeon wrote:

> I agree with the basic thesis that oil is going to go higher. However,
> COP has a very high percentage of its business from natural gas.
> And, frankly, I am not so bullish on natural gas. I, therefore,
> do not like COP. A different major would be a better choice for
> me (I own BP, for example).

Does Al Gore Finally Get It?

Thinkbig et al,

I should have been less cryptic, consider, whether or not one believes in significant human causes to global warming (it is warming) it seems we all should agree that it's in our national interest to reduce our dependence on imported oil. Imported oil contributes to lots of our other problems IE geopolitical, military, economic, environmental, etc. Wouldn't be a bad thing to work on these and in the process reduce co2 levels too, you think?

Does Al Gore Finally Get It?

Chill folks, and think.

Getting Excited About PHEVs

I think phevs are perhaps the best long term option and it seems to me that concerns about stressing current grid capacity are obstacles which can be overcome. Various distributed power solutions from a variety of inputs will ramp up as demand increases. Photovoltaics are coming down the cost curve, wind is already competitive and nuclear must be part of the long term mix. We must avoid coal plants unless carbon sequestration becomes feasible.

Oil's Gains Are Due to Fundamentals, Not Speculation

paulk,

Hubbert certainly wasn't wrong about US peak oil production, it's been declining since 1970