Category: Energy Resources
The analysis published under this category are as follows.
Saturday, November 24, 2007
Long-Term Trends in Global Natural Gas and Crude Oil Supply and Demand Point to Much Higher Prices / Commodities / Energy Resources
By: Joseph_Dancy
The energy consulting firm of Groppe Long & Littell made a presentation to the Kansas Independent Oil & Gas Association last month on the outlook for the energy sector. Two charts prepared by that firm are worth reviewing: Read full article... Read full article...
Friday, November 23, 2007
Energy Prices Continue Long-term Upward Trend / Commodities / Energy Resources
By: Joseph_Dancy
As we have noted for several years now the supply and demand balance for both crude oil and natural gas remains bullish for energy sector investors. Last month the following events occurred in the sector that are of interest to investors:Read full article... Read full article...
Monday, November 19, 2007
Long-term Energy Bull Prepared to Ride out Short-term Weakness / Commodities / Energy Resources
By: Roger_Conrad
OK, I'll admit it. I've been basically long-term bullish on energy since I came into this business in the mid-1980s. Long term, of course, I've been spot on. My first ever article recommending actual stocks was entitled “There's Still Money to Be Made in Oil,” and it featured the very un-utility like FREEPORT-MCMORAN, a diversified energy and minerals producer then trading under the symbol FTX. That company's myriad spinoffs and mergers have multiplied the value of a January 1987 investment many times.
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Sunday, October 21, 2007
US Electricity Generation Crisis Building / Commodities / Energy Resources
By: Roger_Conrad
Oil prices are rapidly approaching $100 a barrel. Coal is vilified as the cause of global warming, and a big tax imposition is only a matter of time. Natural gas is several times its levels earlier in the decade, despite a sector depression that seems to continue to worsen.
New nuclear plants are a decade away at best. Wind and solar plants run at low capacity rates even under the best of circumstances. And geothermal is only available in a few regions.
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Sunday, September 30, 2007
Final Quarter Energy Trends for Uranium and Green Energy / Commodities / Energy Resources
By: Elliot_H_Gue
The final quarter of the year is always a crucial period for the energy markets. The quarter marks both the beginning of the winter heating season and a time when refiners look to rebuild their crude oil inventories. Often, trends that emerge during the quarter carry through into the new year.
With crude oil prices hovering above $80 per barrel and natural gas recovering from its midsummer lows, the fourth quarter of 2007 promises to be even more pivotal for the energy patch than normal. In this week's issue, let's take a look at two trends I'll be watching carefully as we head into the final weeks of 2007.
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Wednesday, August 29, 2007
The Case Against Nuclear Fission / Politics / Energy Resources
By: Brian_Bloom
“… Iran 's active pursuit of technology that could lead to nuclear weapons threatens to put a region already known for instability and violence under the shadow of a nuclear holocaust. Iran 's actions threaten the security of nations everywhere."Read full article... Read full article...
Thursday, August 16, 2007
Creating NEW Wealth - Migrating to New Energy Paradigms Part 6 / Commodities / Energy Resources
By: Brian_Bloom
By now, with the markets causing heart palpitations, readers should be receptive to what this author has been attempting to communicate. The preceding articles in this series were intended to enable readers to gain a clearer understanding of the real (as opposed to perceived) problems being faced by humanity. For ease of reference they are summarised in Appendix 1 hereto. We can now turn our attention to developing a plan to solve these problems in the shortest possible time and at the lowest possible cost.
Summary and Conclusions
This concluding article articulates a Vision which will allow for most of the defined problems to be addressed. As a side effect, the USA can once again aspire to become an export oriented country operating at a surplus. Debt levels can begin to shrink.
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Monday, August 06, 2007
2008 – 2012: A Critically Important Period - Migrating to New Energy Paradigms Part 4 / Commodities / Energy Resources
By: Brian_Bloom
Preface - The benchmark against which I have been measuring the appropriateness of various alternative energies has been: “Does this particular technology offer the potential to represent a sensible replacement for oil across the planet within a decade? Alternatively: Can it replace coal within 25 years?”
I am sensitive to the possibility that some readers may have been irritated by my apparently cavalier predisposition to dismiss various alternative energies which they may be favouring. In this context, let me clarify my position: I dismiss nothing out of hand. There is no insurmountable shortcoming of, for example, solar power or wind power. We should continue to embrace both. However, neither of these can (yet) generate sufficient energy to replace that generated by burning approximately 240 million equivalent barrels of oil a day; and neither will be capable of achieving this objective within either of the two deadlines. The issue is “time” as this article will demonstrate. We do not have the luxury of time. We also do not have the luxury of making any serious strategic mistakes.
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Monday, July 30, 2007
Migrating to new Energy Paradigms Part 3 - Market Needs: Real vs. Perceived / Commodities / Energy Resources
By: Brian_Bloom
This article focuses on the difference between real market needs and perceived market needs. When migrating from our fossil fuel energy paradigm we should avoid embracing new energy paradigm/s which are incapable of addressing real needs.
Many aspirant alternative energy technologies seek to address the perceived problem that our top priority is to reduce CO 2 emissions. In previous articles relating to Global Warming I have tried to demonstrate (and will try again later in this article to demonstrate) that rising CO 2 levels in our atmosphere are not the real problem. Our sun is ultimately causing global warming, which warming is being exacerbated by Greenhouse Gases. There is nothing we can do about this other than gird our loins. Given that Climate Change occurs cyclically, we need to prepare for the coming cycle of Global Cooling.
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Tuesday, July 17, 2007
Migrating to new Energy Paradigms - Part 1 / Politics / Energy Resources
By: Brian_Bloom
Introduction, Summary and Conclusions
This article is the first in a series which will examine the practical realities associated with migrating away from Fossil Fuels in general, and away from our reliance on Oil in particular.
The following subjects will be examined:
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