bob the invester

Note to Europe: Watch How China Negotiates Russian Oil Deal

The bigest story is will European gas companies honor their contracts with Gasprom.If they do not then Gasprom will have a lot of gas it has to sell for a lot less

For Your Perusal: The Glory of Free Market Oil Supply

Peak oil does not matter.Most oil use could be replaced with natural gas,If you agree with that,Then you would look at the price of natural gas ,It is much cheaper then oil.Also you would want to look at who has the gas and cost to produce.The whole world has it and can produce from shale at about $40 a barrel.From none shale cheaper
Proof of natural gas usage
Look at Europe
% of new cars and trucks purchased with alternate fuels(large % natural gas
This is with out any subcity at all
Only difference is no tax on natural gas
So if the world does not tax natural gas it is a slam dunk
Where can you buy for a lot less?
Russia
Which stock ?
Gas prom$2 a barrel plus cost to get out and deliver

China Natural Gas: Deeply Undervalued

The point here is china is doing more then the US .Just look 8,000 natural gas vehicles in a small city.China is where their is growth.
Look at solar cells .wind mills etc.
In any investment in China ,Investing in a chinese company is best
An outsider will be copied and will be beat
Just a few months ago everyone was saying that China would
fail because of exports.They have adjusted well
They think long term ..Look at their purchase of natural resources
We could use some of the same polititions here. .