FourBrane

Indicator Points to Higher Gas Prices - and 3 Potential Power Plays

This article's premise that lower demand worldwide will mean increasing margins flies in the face of economic fact. Markets experiencing decreasing demand always see downward pressure on margins. Oil is not exempt from economic law and it would take four or five years of reduced oil prices to lull the consumers back into buying Hummers and other guzzlers. Meanwhile, deepwater drilling, oil sands extraction, biofuels, etc. come at HUGE cost increases, so where would that leave supply?
When crack spreads widen it won't be because of falling demand; it will be solely due to internal industry pressure--you just can't keep producing for peanuts and maintain your equipment properly. So, at some point next year, expect to see spreads widen modestly on their own.

Deutsche Treat - Cramer's Lightning Round (5/6/08)

Asking Cramer to consider all the facts about a company or sector is like explaining the facts of gravity to Wily Coyote or asking him to stop buying stuff from Acme. If you were successful, the show would be no fun. And, remember, it's called "Lightning Round," not "Thoughtful Opinion."
The only reason to pay any attention to Cramer is because he can occasionally move small stocks, creating buying or shorting opportunities to sheer some fleece off the sheep.