Seeking Alpha

Warren Buffet007

Warren Buffet007
Send Message
View as an RSS Feed
View Warren Buffet007's Comments BY TICKER:
Latest  |  Highest rated
  • Retirement Strategy: The Oil Crash Could Be A Dividend Growth Investor's Best Friend Of The Decade [View article]
    And UP!again.
    Aug 27, 2015. 01:56 PM | Likes Like |Link to Comment
  • Gazprom field offshore Russia added to U.S. sanctions list [View news story]
    What do you think, that Gazprom is a charity Company ?.
    And he negotiated 10 years the terms of the contract !.
    Aug 23, 2015. 03:45 AM | Likes Like |Link to Comment
  • Gazprom field offshore Russia added to U.S. sanctions list [View news story]
    August 18, 2015, 10:00 Negotiations on western route of gas supply to China showing good dynamics
    Eastern Gas Program and Power of Siberia
    The Gazprom headquarters hosted a working meeting between Alexey Miller, Chairman of the Company’s Management Committee and Huang Weihe, Vice President of PetroChina.

    The parties addressed the issues of arranging Russian gas supply to China via the western route. It was pointed out that the main terms and conditions of supply had already been specified, for instance, a Russian-Chinese border crossing corridor for the future gas pipeline. The current project negotiations show a very good dynamics.
    Alexey Miller and Huang Weihe addressed the progress with gas supply to China via the eastern route. The project operations in Russia and China are running according to the schedule.
    PetroChina is a major Chinese company focused on oil and gas production and sales. State-owned China National Petroleum Corporation (CNPC) has the majority stake in PetroChina.
    The western route envisages gas supply to China from Western Siberia’s fields in the amount of 30 billion cubic meters a year. On May 8, 2015 Gazprom and CNPC inked the Heads of Agreement for pipeline gas supply from Russia to China via the western route.
    The eastern route stipulates gas supply from the Yakutia and Irkutsk gas production centers to China via the Power of Siberia gas pipeline. On May 21, 2014 Gazprom and CNPC signed the Purchase and Sale Agreement for the Russian gas supply via the eastern route. The 30-year contract provides for Russian gas supplies to China in the amount of 38 billion cubic meters a year.
    Gazprom don't care about Sanctions, and not affect them at all !.
    Next step is India!.
    Aug 19, 2015. 03:47 AM | Likes Like |Link to Comment
  • Gazprom says China contract offers no protection against low prices [View news story]
    You are right the Saudis don't have the power anymore,but America cannot supply alone the Oil demand, and a cheaper Oil Price will stop the Green Technology, its logical!. Iraq Iran need a 100 Dollar Barrel price to balance their budgets. Also we will see the Barrel very soon at $80!.
    Aug 15, 2015. 04:09 AM | Likes Like |Link to Comment
  • Gazprom oil unit profit rises as production grows [View news story]
    OPEC against Gazprom - this is the duel. And not just today.
    Where Saudi Arabia is indeed attractive, but dispensable for the USA,
    Russia perhaps unattractive but 100% reliable and absolutely necessary for China, Europe and in future also India, Relax Folks.
    Aug 14, 2015. 03:26 AM | 3 Likes Like |Link to Comment
  • Gazprom field offshore Russia added to U.S. sanctions list [View news story]
    OPEC against Gazprom - this is the duel. And not just today.
    Where Saudi Arabia is indeed attractive, but dispensable for the USA,
    Russia perhaps unattractive but 100% reliable and absolutely necessary for China, Europe and in future also India.
    Aug 13, 2015. 01:08 PM | Likes Like |Link to Comment
  • Retirement Strategy: The Oil Crash Could Be A Dividend Growth Investor's Best Friend Of The Decade [View article]
    "Calm before the storm"

    The price of oil falls, for months. But soon the cost of production will increase dramatically, experts warn.
    Rarely an authority is so resigned to the party pooper as just the International Energy Agency, IEA shortly. While the price of oil falls, and is currently moving at only $ 50 per barrel, while millions of consumers still appreciate falling prices at the pumps, the Paris think tank warns before shortages before the next oil crisis, before a crash. The people could IEA meet even more violent than any inconvenience that they had to endure so far, rising prices and growing dependencies included. Even a global hunger crisis can not be excluded according to the IEA - if it does not soon come to move away from oil and into a global energy revolution.


    Many currently believe they are safe from nasty surprises, but after reading the IEA that's just the "calm before the storm" - so they dubbed the oil section of the new World Energy Outlook, published in mid-November. The 700-page report will interest not only the nations that export cartel in the oil-producing countries are united (Opec). The suffering from the current low oil prices and meet on 27 November in Vienna. Their customers should take notice.


    Unlike many beautiful prophecies of the IEA report provides a real contrast. The chapter title "calm before the storm", the IEA has indeed provided with a question mark, but the reading leaves no doubt: The experts believe that in the medium unpleasant times are inevitable. At stake is not less than "our way of life," says Fatih Birol, the chief economist of the IEA.


    Around the year 2040, according to IEA gushing from the existing fields less than half as much oil as it is today. Daily 38 million barrels (more than the US, Russia, Saudi Arabia and Canada jointly promote today) will have to come from sources that are not yet developed or discovered. Rises on top of that demand, according to the IEA must be invested for the security of oil supplies annually more than 900 billion US dollars.


    To mobilize this enormous sum presupposes not only a rising oil price. The political conditions must be right. This is tricky. The oil of the future finally superimposed partially in the bottom of states, facing their rulers the liberal-democratic model of society of the West dismissive.


    And the Saudis have a big problem, because the question is how long they still can accept - or want to. 2013 Saudi budget was still in positive territory; then the price of oil was at an annual average of around $ 100 per barrel. According to an analysis of Bayerische Landesbank Saudi Arabia needs an oil price of 83 dollars to balance its budget. The growing budget deficit is the "political price" to pay the land, says Henner Fürtig, director of Giga Institute of Middle East Studies in Hamburg.


    A price for what? Economically consider the low price of oil, the American competition at bay and strengthen their own supremacy in the market, says Gunter Mulack, once ambassador in Kuwait and Bahrain, now director of the German Orient Institute in Berlin. Politically too bad the price war Iran, the regional - Shia - the archrival - Sunni - Saudis. To balance their budgets, the government in Tehran that the oil would need an oil price of more than 140 dollars per barrel. Now is much cheaper, meets the populous and sanction damaged Iran far more than Saudi Arabia itself.


    Purely economic, the Saudis, the consequences of cheap oil still endure for a while, at least 5 years, says Guido Steinberg from the Berlin-based think tank Stiftung Wissenschaft und Politik. The kingdom is not only creditworthy, but also has an international investment of more than 700 billion dollars. The longer the Saudis hold the current course, the stronger the oil price will then rise.


    Politically, however probably depends a lot from the fate of Abdullah. The 90-year-old King of Saudi Arabia is dead. And the successor to power, this could also change the oil policy. Then the black gold would soon more expensive again.
    Aug 13, 2015. 12:47 PM | Likes Like |Link to Comment
  • Gazprom says China contract offers no protection against low prices [View news story]
    "Calm before the storm"

    The price of oil falls, for months. But soon the cost of production will increase dramatically, experts warn.
    Rarely an authority is so resigned to the party pooper as just the International Energy Agency, IEA shortly. While the price of oil falls, and is currently moving at only $ 50 per barrel, while millions of consumers still appreciate falling prices at the pumps, the Paris think tank warns before shortages before the next oil crisis, before a crash. The people could IEA meet even more violent than any inconvenience that they had to endure so far, rising prices and growing dependencies included. Even a global hunger crisis can not be excluded according to the IEA - if it does not soon come to move away from oil and into a global energy revolution.

    Many currently believe they are safe from nasty surprises, but after reading the IEA that's just the "calm before the storm" - so they dubbed the oil section of the new World Energy Outlook, published in mid-November. The 700-page report will interest not only the nations that export cartel in the oil-producing countries are united (Opec). The suffering from the current low oil prices and meet on 27 November in Vienna. Their customers should take notice.

    Unlike many beautiful prophecies of the IEA report provides a real contrast. The chapter title "calm before the storm", the IEA has indeed provided with a question mark, but the reading leaves no doubt: The experts believe that in the medium unpleasant times are inevitable. At stake is not less than "our way of life," says Fatih Birol, the chief economist of the IEA.

    Around the year 2040, according to IEA gushing from the existing fields less than half as much oil as it is today. Daily 38 million barrels (more than the US, Russia, Saudi Arabia and Canada jointly promote today) will have to come from sources that are not yet developed or discovered. Rises on top of that demand, according to the IEA must be invested for the security of oil supplies annually more than 900 billion US dollars.

    To mobilize this enormous sum presupposes not only a rising oil price. The political conditions must be right. This is tricky. The oil of the future finally superimposed partially in the bottom of states, facing their rulers the liberal-democratic model of society of the West dismissive.

    The question is how long they still can accept - or want to. 2013 Saudi budget was still in positive territory; then the price of oil was at an annual average of around $ 100 per barrel. According to an analysis of Bayerische Landesbank Saudi Arabia needs an oil price of 83 dollars to balance its budget. The growing budget deficit is the "political price" to pay the land, says Henner Fürtig, director of Giga Institute of Middle East Studies in Hamburg.

    A price for what? Economically consider the low price of oil, the American competition at bay and strengthen their own supremacy in the market, says Gunter Mulack, once ambassador in Kuwait and Bahrain, now director of the German Orient Institute in Berlin. Politically too bad the price war Iran, the regional - Shia - the archrival - Sunni - Saudis. To balance their budgets, the government in Tehran that the oil would need an oil price of more than 100 dollars per barrel. Now is much cheaper, meets the populous and sanction damaged Iran far more than Saudi Arabia itself.

    Purely economic, the Saudis, the consequences of cheap oil still endure for a while, at least 5 years, says Guido Steinberg from the Berlin-based think tank Stiftung Wissenschaft und Politik. The kingdom is not only creditworthy, but also has an international investment of more than 700 billion dollars. The longer the Saudis hold the current course, the stronger the oil price will then rise.

    Politically, however probably depends a lot from the fate of Abdullah. The 90-year-old King of Saudi Arabia is dead. And the successor to power, this could also change the oil policy. Then the black gold would soon more expensive again.
    Aug 13, 2015. 11:10 AM | Likes Like |Link to Comment
  • Gazprom says China contract offers no protection against low prices [View news story]
    Gazprom profit boosted by weak ruble even as gas sales drop, Gazprom (OTCPK:OGZPY) says its FQ1 net profit surged 71% Y/Y to 382B rubles ($5.97B), exceeding analyst estimates, as weakness in the ruble more than offset a drop in sales volumes to Europe.
    Revenue for the quarter rose 5.7% Y/Y to 1.65T rubles despite a 10% fall in sales volume, with the average price of foreign sales soaring amid the weak ruble; shipments to Europe fell 16% to 39.1B cm, and volumes to former Soviet countries and domestic customers also fell.
    While gas prices in Europe fell 24%to $284.2 per 1,000 cm during the quarter, the same figure in ruble terms rose 37%.
    Analysts say the quarter is likely to be the year's best for Gazprom, with the price of gas for European customers expected to fall in H2, as it is tied to the price of oil, which has plunged in recent months.
    Aug 12, 2015. 02:37 PM | Likes Like |Link to Comment
  • Gazprom field offshore Russia added to U.S. sanctions list [View news story]
    Gazprom profit boosted by weak ruble even as gas sales drop!!!!!!.
    Gazprom (OTCPK:OGZPY) says its FQ1 net profit surged 71% Y/Y to 382B rubles ($5.97B), exceeding analyst estimates, as weakness in the ruble more than offset a drop in sales volumes to Europe.
    Revenue for the quarter rose 5.7% Y/Y to 1.65T rubles despite a 10% fall in sales volume, with the average price of foreign sales soaring amid the weak ruble; shipments to Europe fell 16% to 39.1B cm, and volumes to former Soviet countries and domestic customers also fell.
    While gas prices in Europe fell 24%to $284.2 per 1,000 cm during the quarter, the same figure in ruble terms rose 37%.
    Analysts say the quarter is likely to be the year's best for Gazprom, with the price of gas for European customers expected to fall in H2, as it is tied to the price of oil, which has plunged in recent months.
    Aug 12, 2015. 02:32 PM | 1 Like Like |Link to Comment
  • Gazprom field offshore Russia added to U.S. sanctions list [View news story]
    Rare, Syria has already killed a lot of People in the last five years !!, there no exist sanctions ??, no nothing ?, that really weird !!.
    Aug 12, 2015. 02:23 PM | Likes Like |Link to Comment
  • Gazprom field offshore Russia added to U.S. sanctions list [View news story]
    The 4th process shop was commissioned at comprehensive gas treatment unit No.31 producing hydrocarbons from the Achimov deposits of the Urengoy oil, gas and condensate field in Novy Urengoy.

    Background

    Achimgaz is a joint venture created in July 2003 on a par between Gazprom Dobycha Urengoy and Wintershall Holding to develop the Achimov deposits of the Urengoy oil, gas and condensate field.

    The Achimov deposits feature the maximum hydrocarbons reservoir depth (more than 4,000 meters), abnormally high reservoir pressure (over 600 Ata) and presence of heavy paraffins. Starting from 2008, in 1A block of the Achimov deposits the number of producing wells grew up to 42, 18 more wells are scheduled for commissioning during 2015, and by 2018, it is planned to put onstream 113 wells.

    The core business of Gazprom Dobycha Urengoy (a 100 per cent subsidiary of Gazprom) is production of natural gas, gas condensate and oil, hydrocarbons treatment and build-up of the feedstock base. The subsidiary includes 18 branches, 2 of them are gas producers. The company operates 22 gas treatment units, 2 oil fields, 18 booster compressor stations, 5 gas cooling stations, 2 compressor stations for associated petroleum gas utilization, more than 2,800 producing wells, and over 1,500 kilometers of gas gathering pipelines. The headcount of Gazprom Dobycha Urengoy is above 12,000 persons.
    Severneftegazprom sets to drilling exploration well to target Low Cretaceous deposits
    Severneftegazprom started drilling its next exploration well at the Yuzhno-Russkoye oil, gas and condensate field. This is the fourth well within the follow-up field appraisal project. More than 200 metres of core samples will be used for pay formations surveys.

    Reference

    Severneftegazprom is one of the major gas producers in Russia. Its shareholders are Gazprom (40.01 per cent), Wintershall Holding (34.99 per cent) and E.ON Exploration and Production (24.99 per cent). The company holds the hydrocarbons exploration and production license for the Yuzhno-Russky subsoil block located in the Krasnoselkupsky area of the Yamal-Nenets Autonomous District. ABC1+C2 natural gas reserves of this block exceed 1.0 trillion cubic metres.

    I don't believe in this sanction because Wintershall Holding and EON are Partners in this,and it's an European Companies.
    Aug 8, 2015. 03:27 PM | 2 Likes Like |Link to Comment
  • Gazprom field offshore Russia added to U.S. sanctions list [View news story]
    Perfect, less production = more demand for the gas, prices will go up !.
    Aug 8, 2015. 03:20 PM | 1 Like Like |Link to Comment
  • Gazprom field offshore Russia added to U.S. sanctions list [View news story]

    Who killed Kennedy !!. And not only one!
    Aug 8, 2015. 03:17 PM | 1 Like Like |Link to Comment
  • A Better Entry Point For Apple Will Become Available For Patient Investors [View article]
    Now it's difficult to top the last numbers when start to sell the iPhone 6 last year !!.
    Aug 5, 2015. 09:51 AM | Likes Like |Link to Comment
COMMENTS STATS
1,059 Comments
531 Likes