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gregor.us - 4/26/2009

The Restructuring of Global Oil Demand

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The global financial crisis may be hastening a process that’s been underway the entire decade: the restructuring of global oil demand. Western OECD oil demand has been much slower the past 15 years and its growth rate started to stall out again as early as 2004. The more spectacular leg ...

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guardian.co.uk - 4/27/2009

Oil export ban costs Iraq dearly, Kurds say

— guardian.co.uk — Reuters, Friday April 17 2009 * Kurdistan defends oil contracts, prospects * Impasse over oil exports continues... * Kurdish minister 'not very optimistic' oil law soon passed By Missy Ryan and Sherko Raouf MASIF SALAHUDDIN, Iraq, April 17 (Reuters) - ... (more) Oil export ban costs Iraq dearly, Kurds say

Commodities

Oil

Comments vote downundo vote up The Oil Drum - Discussions about Energy and ... found this 4/27/2009found this

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theoildrum.com - 4/28/2009

Iraqi Oil: Black Gold or Black Hole?

— theoildrum.com — This is a guest post by Nawar Alsaadi. Nawar currently lives in Canada, but lived in Iraq... until 1990. He still has close ties to the country, and has been following the situation closely there. Investors and global oil companies such as Shell ... (more) Iraqi Oil: Black Gold or Black Hole?

Commodities

Oil

Gold

Comments vote downundo vote up The Mess That Greenspan Made found this 4/28/2009found this

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gregor.us - 4/30/2009

My Working Model: Oil to Solar

— gregor.us — It’s been a couple of years since I last watched Vinod Khosla talk about biofuels. During the... second half of 2006 he cruised around the country giving a big pep talk on the promise of corn ethanol. This was during the news-cycle lead-up to ... (more) My Working Model: Oil to Solar

Commodities

Oil

Comments vote downundo vote up Abnormal Returns found this 4/30/2009found this

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Sunday morning links
The Mess That Greenspan Made — ... Gold Council: Gold conspiracy would dwarf Madoff - Investigate MARKETS/INVESTING • Oil at $50 not enough for investment-OPEC head - Reuters • India’s gold and silver imports begin to thrive - Commodity Online • UP AND DOWN WALL STREET: Shareholders Be Damned! - Barron's • The China gold announcement is not that significant - Credit Writedowns • OPEC, Asia Ministers Call for Oil-Market Oversight - Bloomberg • The Restructuring of Global Oil Demand - Gregor ECONOMY • Preview: GDP ...

Weekend Reading
Paul Kedrosky's Infectious Greed — ... did it (Fortune) Many GM bondholders want bankruptcy (BusinessWeek) The revenge of geography (FP) The recession is withering the alternative-energy business (CFO Magazine) The capital well is running dry and some economies will wither (Telegraph) Bound to Burn: Carbon trading and the future (City Journal) The restructuring of global oil demand: New topographies (Gregor) ...

Monday's Links
Todd Sullivan's - ValuePlays — Outlook, Oil, "Security Before Politics", WHO - Top bloggers offer their opinions - Well, this is alarming ...

Monday morning links
The Mess That Greenspan Made — TOP STORIES • Developments on swine flu worldwide - AP • GM to cut 21,000 US factory jobs, shed Pontiac - AP • Default Rates Reach ‘Eye-Popping’ Levels in March - Bloomberg • IEA Sees Oil-Supply Crunch by 2013 on Slow Investment - Bloomberg • G.M.’s Ever-Changing Art of Financial Forecasting - NY Times • The Restructuring of Global Oil Demand - Gregor • U.S. toxic-asset plan stirs fears - LA Times • The IMF's Gold Gambit - WSJ MARKETS/INVESTING • Flu set to bug Wall Street - ...