Follow WallStreetBlips on Twitter
Oil Storm Brewing?
Todd Sullivan's - ValuePlays —
... you can be right on the direction of the movement (oil prices rise) but wrong on the degree (15% rather than 20%) and still lose money. But, if you are right on both counts....ka ching.. Why own oil? Supply: A picture is worth a thousand words.. Here is the supply/demand equation: Here is an expmple of the steepness of the decline in Mexico for example from the Cantarell field: Source of charts is this excellent post at The Oil Drum. Please read it Geopolitical A few recent ...
Thursday's Links
Todd Sullivan's - ValuePlays —
Holmes, Earthquake, Macke, Oil
- Can't wait to see this..
- Whata 7.8 on the San Andreas fault would do...scary
- This is great
- Up and Up
Disclosure ("none" means no position): ...
Peak Oil And Demand For Substitutes
FuturePundit —
Peak Oil And Demand For Substitutes If those who project a rather imminently starting long term decline in world oil production are correct then I also expect to see a decline in demand for electric power in the short to medium term. Previously I believed that Peak Oil means bigger demand for substitutes - and that's probably still true for liquid fuels substitutes if any can be made viable in time. But patterns in changes in energy demand in this recession have caused me to rethink my views about electric power demand. The recession has lowered the prices of oil, natural gas, ...
High Speed Rail Rarely Turns A Profit
FuturePundit —
... said Mr. Barrón of the International Union of Railways. He reckons that only two routes in the world between Tokyo and Osaka, and between Paris and Lyon, France have broken even. I'd like to know how much energy each of the high speed rail lines use per passenger mile as compared to airplanes traveling those same distances. The biggest benefit I can see for high speed rail: For lines that are electrified they avoid the need to use liquid fossil fuels. Once we hit Peak Oil (and maybe we already have ) the ability to move around on electric power will become a big advantage. ...
