Stockopedia Stock Page For Peak Oil

re. Peak oil? How about snake oil!

Mattybuoy — Wed, 01 Sep 2010 23:27:28 +0100

Mattybuoy posted:
It looks like the German military gets it, at least according to Der Spiegel. quot;Military Study Warns of a Potentially Drastic Oil Crisisquot; http://www.spiegel.de/international/germany/0,1518,715138,00.html The supposed prescriptions of the report are a bit political, dare I say even lame - basically something like quot;be nice to Iran and Saudi Arabiaquot;. Surely the answer for Germany (as with most places) is a massive CTL rollout. Dodgy historical associations though, not to mention the old CO2 problem ...

re. Is the City aware of peak oil?

Isaac — Fri, 20 Aug 2010 21:21:33 +0100

Isaac posted:
This is an interesting article Goldman Sachs Global crude oil demand may have exceeded supply in the past two months as inventories stored on tankers fell to an 18-month low. World oil demand exceeded supply by 600,000 barrels a day in June and July “We continue to expect the WTI forward curve to flatten in the second half, lifting prompt WTI prices into the $85-$95 a barrel range,” Goldman said. http://noir.bloomberg.com/apps/news?pid=newsarchiveamp;sid=aY9NaVLXOVJI

re. What price is oil going to?

MrT — Fri, 13 Aug 2010 22:35:53 +0100

MrT posted:
I have replied but switched threads as I felt this was straying quite far away from the original topic (although, if it happens, clearly this would be the most significant factor in the oil price of any I can imagine). Further thoughts here: http://www.stockopedia.co.uk/content/events-in-iran-30132/?comment=12#12

re. What price is oil going to?

Hallucigenia — Fri, 13 Aug 2010 21:00:40 +0100

Hallucigenia posted:
Israel thinks that if they don't quot;fixquot; the short-term, then there won't be a medium term. Whether they are correct to think that is another matter, but that's what drives their strategy. Their overriding priority is to stop Iran having nukes, and it's not that important whether they shore up Ahmadinejad or not - politicians are temporary, nuclear technology is permanent. I think that Israel would have some justification in saying - certainly by the end of the year - that sanctions have been tried, and have not yet unseated...

re. What price is oil going to?

MrT — Fri, 13 Aug 2010 12:51:27 +0100

MrT posted:
Good article, thanks. This topic deserves a thread of its own - perhaps we could dust off this one (http://www.stockopedia.co.uk/content/events-in-iran-30132/) - but an attack on Iran by Israel would surely be a complete catastrophe. I get most of my Iranian news through the unusual filter of Oxford Girl's tweets (www.twitter.com/oxfordgirl) but her view seems to be that any attack would consolidate the population behind the regime like nothing else. I can see her point so it would surely be completely self-defeating? Another question Israeli planners struggle with: how will they know...

re. What price is oil going to?

Hallucigenia — Fri, 13 Aug 2010 10:20:56 +0100

Hallucigenia posted:
The Bladerunners are a sideshow, they're just an upgrade to the dozens of Boghammars used by Iran in the 1980s tanker war. They're quick by surface standards, but 30kt or 60kt makes little difference when you're trying to outrun planes or missiles. The real problem is the (lack of) payload they can carry - Boghammars had some 4quot; rockets, machine guns and RPGs which can make a lot of bangs but can't do much to actually hurt the average VLCC. Fill them with explosive and turn them into manned torpedoes,...

re. What price is oil going to?

extrader — Wed, 11 Aug 2010 18:23:47 +0100

extrader posted:
Hi macroeconomix, I'm not a fan of Jeremy Clarkson, but remember well his attempted 'test to destruction' of a basic Toyota LUV, pitting it metaphorically agst the West's finest...... For decades now, Iran has had fleets of basic, high speed fishing boats (30-40 kts.) for smuggling tobacco and other 'naughty but nice' stuff across the Gulf. I remember seeing them moored up on Abu Musa (the jointly - Iran/Sharjah- controlled island in the middle of the Gulf, site of Crescent Petroleum's FSU), on a site visit in the 90's. Having a few...

re. What price is oil going to?

macroeconomix — Wed, 11 Aug 2010 13:51:51 +0100

macroeconomix posted:
Speaking of aggressive posturing... seems Iran are manufacturing speedboats with big guns and torps: http://www.telegraph.co.uk/news/worldnews/middleeast/iran/7938334/Iran-navy-produces-armed-copy-of-Bladerunner-51-speedboat.htmlA senior commander said Iran would arm the copy vessel with missiles and torpedoes as it continues to build its military presence in the Strait of Hormuz.

re. What price is oil going to?

Fangorn — Tue, 10 Aug 2010 19:27:48 +0100

Fangorn posted:
At least we can rely on the Israelis when the going gets tough. I wouldn't be surprised if Iran is on the receiving end in the near future. Their continued aggressive posturing will, imv, end in tears.

re. What price is oil going to?

emptyend — Tue, 10 Aug 2010 17:41:09 +0100

emptyend posted:
Hi H, So that doesn't point to any imminent action - in any case it's past the campaigning season in the Gulf, and the Yanks wouldn't do anything during Ramadan (although the Israelis are capable of anything). No - I can't see the US doing anything military either. The Israelis, OTOH, are a different matter entirely - and unpredictable! But I was more interested really in what Iran's response will be to a tightening of sanctions. I'm not sure what might happen - but getting rolled over by US-insired sanctions doesn't sound...