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blueice

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  • Everything Has Changed: Oil, Saudi Arabia, And The End Of OPEC [View article]
    Block-o-feller
    Jan 13, 2015. 11:41 AM | 1 Like Like |Link to Comment
  • Everything Has Changed: Oil, Saudi Arabia, And The End Of OPEC [View article]
    JD, I was separating fish and wood from the rest of the pack.
    Jan 13, 2015. 11:30 AM | Likes Like |Link to Comment
  • If Low Oil Prices Persist, How Will This Impact Major Oil Companies? [View article]
    Mr Ambrozewicz, I will grant you that Russia is a very large resource
    exporter, however, it's customers never know when those resources
    become an economic weapon.

    They have too many times, used resources as a weapon of economic
    destruction.

    Frankly, if I had to pick between the two, I would chose a ME producer.
    Jan 13, 2015. 11:18 AM | Likes Like |Link to Comment
  • The Crash In Oil Prices Offers The Opportunity Of A Lifetime - I Beg To Differ [View article]
    A very good piece, Mr Clark!
    Jan 13, 2015. 07:02 AM | 10 Likes Like |Link to Comment
  • What Really Worries Me [View article]
    Mr Kort, why can not the House of Saud drive an oil policy which
    is in their best interest?

    Should they be a social worker producer? After all, in the first time in decades,
    the Saudi are allowing the market place to work and you find this objectionable.

    "What does bother me is the unforeseen consequences of the continual, intentional over-production of crude oil by Saudi Arabia and the cavalier attitude they have taken on their policy. "

    So only SA over-produces not only in goo and in attitudes?

    Please, do not wept for the House of Putin, as he has made his own bed
    with his aggressive Cossack foreign policy.
    Jan 13, 2015. 04:37 AM | 5 Likes Like |Link to Comment
  • Everything Has Changed: Oil, Saudi Arabia, And The End Of OPEC [View article]
    Mr Lindley both fish and wood should be considered
    a renewable energy source.

    Each energy source was simply replaced by a more efficient compound.

    Wood replaced rocks; coal replaced wood; goo replaced coal; and perhaps
    one day thorium will replace crude.
    Jan 13, 2015. 04:14 AM | 1 Like Like |Link to Comment
  • Crude Oil Is Trapped In A Bear Raid; Not Its Fundamentals [View article]
    Tony, I would be only shorting natty at this point.

    For all practical matters, the winter is near the end..There was not
    another bitter cold winter, which we had anticipated as in the previous two years.

    The natty market is in a flood of supplies with waning demand...And all of
    this is happening with storage at less than 100%.

    The only reason to go long, is to accrue capital losses.
    Jan 13, 2015. 04:01 AM | 1 Like Like |Link to Comment
  • Crude Oil Is Trapped In A Bear Raid; Not Its Fundamentals [View article]
    JCH, your estimates maybe much better than mine.

    $30 goo, could as be in the offing and quicker than we think.
    Jan 13, 2015. 03:53 AM | Likes Like |Link to Comment
  • If Low Oil Prices Persist, How Will This Impact Major Oil Companies? [View article]
    Mr Ambrozewicz, Red China is still a nation in poverty despite
    all of the gleaming cities.

    Peking, will buy crude from anyone so this trade pact is only
    about securing their energy needs.

    I seriously doubt that NATO as any interest in Asia, as they have
    enough to worry about in EuroLand.

    The House of Saud, IMHO, are in the drivers seat, with the
    Bear in the backseat or truck.
    Jan 13, 2015. 03:38 AM | Likes Like |Link to Comment
  • If Low Oil Prices Persist, How Will This Impact Major Oil Companies? [View article]
    Mr Ambrozewicz, Red China will gain little from it's alliance with the USSR.

    The Far East Region, will not provide material economic relief for either
    countries..

    The only benefits will be the energy pact between both nations but USSR
    badly needs international markets and not just the Chinese market.

    The overall impact upon Russia's energy sector remains very, very negative.
    Jan 12, 2015. 10:05 AM | Likes Like |Link to Comment
  • Crude Oil Is Trapped In A Bear Raid; Not Its Fundamentals [View article]
    Tony, $2.50 or less.
    Jan 12, 2015. 09:56 AM | Likes Like |Link to Comment
  • Crude Oil Is Trapped In A Bear Raid; Not Its Fundamentals [View article]
    Pleased, to be of service, Mr Gilluly.

    Your second chart is of interest.
    Jan 11, 2015. 11:29 PM | Likes Like |Link to Comment
  • If Low Oil Prices Persist, How Will This Impact Major Oil Companies? [View article]
    Mr Ambrozewicz, in order for pricing to improve, equilibrium needs to
    return to the goo market..It simply does not exist today.

    But then all that needs to happen is for SA to become the swing
    production chopper..For various reasons, they have chosen not to
    exercise that option.
    Jan 11, 2015. 12:24 PM | 1 Like Like |Link to Comment
  • Piketty's Envy Problem [View article]
    Mr Smith, labeling is important and that is why it is opposed by the left.

    One's political views are very germane when it comes to public policy, whether you like it or not.

    Furthermore, I did respectfully axe you several questions which you left
    unanswered.

    "To deliver social services effectively and efficiently in a nation of 320 million with about 1/5 in poverty, we need to rely on government agencies-"

    You and Mr Piketty are depend upon governmental units for solutions..
    This is akin to going to your neighbor each time one has an
    issue and asking for a solution...Sooner or later, the solutions will become
    deluded or reputed.

    Your programs only lead to more problems, which is then addressed with more and more fiat; subsidizes and laws...

    As I said before, this cycle never ends, until the end.

    BTW, have you seen what Piketty's France has done to capitalism?

    Apparently not, as it would unravel your theme...Just examine France's
    GNP growth rate since 1978 and you will be literately shocked.
    Jan 11, 2015. 09:03 AM | Likes Like |Link to Comment
  • Oil Markets: Sentiment And Lame Thinking Are Currently In The Driver's Seat [View article]
    Advisor "expect oil to recover to new highs in the next cycle."

    Only if the "new" batch of goo is a cocktail of crude blended
    with cannabis and other hallucinogens.

    Hail, Shale, the price regulator.
    Jan 11, 2015. 08:48 AM | 1 Like Like |Link to Comment
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