Loup-Garou

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  • The Good, The Bad, And the Inaccurate Oil Forecasts
    So far, the comments seem more valuable and informative than the article.

    In the stock and commodities markets it is usually easier to predict WHAT is

    going to happen than WHEN it is going to happen.

    The next terrorist attack of scale will drive oil over $100. Sure. But when?
    Dec 21 15:46 pm |Rating: +1 0 |Link to Comment |View article
  • 2009 Oil Forecast Down to $50 - TD Newcrest
    Patience will likely pay off. Roger Conrad likes this stock--of course he is a great bull on oil. It is a fairly large operation. I own it and am happy with it so far.
    Dec 15 18:04 pm |Rating: 0 0 |Link to Comment |View article
  • Provident Energy Trust: Income for Today and Tomorrow

    Great article. My thanks to everyone who posted comments.

    They are lucid, reassuring, and useful.

    People who like the Canroys come across as a decent bunch.
    Dec 02 18:33 pm |Rating: 0 0 |Link to Comment |View article
  • Geologist: In Terms of Supply and Demand, the Oil Peak Is Past

    Great article. As usual, comments are even better than the article.

    The talking heads on TV make it sound as though oil will be replaced by the alternatives, tomorrow, or next week at latest. Meanwhile, don't invest in a buggywhip factory as we said in the 30s.

    Oil will be around until affordable alternatives get here.
    Aug 23 13:20 pm |Rating: 0 0 |Link to Comment |View article
  • The Market's View on Oil
    A month and a half back, T. Boone said oil would reach $150 before it reached $100. And he seemed to think the $150 would be "before the end of the year".

    Maybe oil goes to $30 as one gentleman wrote yesterday.......and maybe all our cars will run on moonbeams.

    Meanwhile, Pelosi sabotages all attempts at American energy independence.
    So I will stick with T. Boone until the string runs out.
    Aug 16 18:20 pm |Rating: 0 0 |Link to Comment |View article
  • CANROYs Remain Attractive as Oil-Related Investments
    Mr. Yetiv, thank you for a good exposition. Weep for America...living in a dreamworld where Russian control of the Georgian pipelines does not matter, Pelosi as dictator stopping American energy independence, and Congress putting green before citizens lives and lifestyle.

    The geopolitical forces are at work on oil prices. Canada with secondary and tertiary recoveries is a great blessing to the States. Canroys make lots of mistakes, but get bailed out by high crude prices. At their worst, most are still good investments. The old "businessman's risk" as Forbes Mag. used to say.

    Thanks, write more.
    Aug 14 17:30 pm |Rating: 0 0 |Link to Comment |View article
  • $200 Oil: Before Decade's End, Not Year's

    Exceellent article. The comments are even better, except for the confused fellow re: decade.
    Aug 11 17:36 pm |Rating: 0 0 |Link to Comment |View article
  • Nobody Cares How the Energy Crisis Gets Solved
    There is a refinery 7 miles from my house here in California. A couple of weeks ago gas was $4.55 a gallon. Now it has slid to about $4.11, depending on the station. Diesel costs are all over the place, but generally 80 cents or more per gallon than regular unleaded.

    There are plenty of people here who would be perfectly happy to see gasoline at $9 to $11 a gallon "just like in Europe". They figure then people would drive less and "quit destroying mother earth...".

    It is true that as prices slide, people use more...they want cheap gasoline.

    California gas is formulated to pollute less, but it tends to give very poor mileage...so to make up for the loss of mileage you have to buy more gas. It is a delight to go to Arizona or Nevada, and load up gas...it gives better mileage, and costs about 50-55 cents per gallon less.

    T. Boone has some pretty good ideas, but they won't solve the "crisis".
    Aug 07 15:10 pm |Rating: 0 0 |Link to Comment |View article
  • Oil Prices, Global GDP, and Net Oil Exports

    An extremely helpful article. The chart is breathtaking.

    If you believe that in the oil markets prices are set at

    the margins, then higher prices can be anticipated.
    Jul 28 14:37 pm |Rating: 0 0 |Link to Comment |View article
  • UBS Analyst: Energy Trusts Offer Exceptional Value
    Thank you Mr. Eliot Miller, for your good words.

    These stocks are pink sheet in U.S., but trade legitimately on the Canadian exchange--Toronto I think.

    Vermilion has assets in France, which if a negative to me because of French labor laws. Crescent is certainly a "Businessman's Risk", as the old Forbes magazine used to say.
    Jul 18 12:57 pm |Rating: 0 0 |Link to Comment |View article
  • Confirmatory Bias and Oil Investing
    Politics, domestic and international, has a tremendous effect on oil prices. There is no physical lack of oil under the surface. My estimate is the Saudi lift price per barrel is $5 or so. Whether they can or cannot increase production, and by what factor, is a matter of great dispute. Guessing which way the oil price cat will jump requires a lot of attention to the human political factor in addition to the physical and geologic factors.
    Jul 18 12:49 pm |Rating: 0 0 |Link to Comment |View article
  • Gas Lines Coming This Fall

    America has a problem that is not, at bottom, an energy problem.
    America is in a chaotic state of denial, and lacks any concensus, any focussing of the political will of this country to do what is necessary to survive. Our present course is suicidal.

    Czarist Russia in February 1917 had an implosion, not a Revolution. The government could not function, and the bread riots followed the pattern of the bread riots of the French Revolution over 100 years earlier. The Czar left the scene.

    October, 1917, was not a Revolution, as advertised, but a short-lived coup d'etat by the Bolsheviks. The actual Revolution started a bit later when ordinary people realized their country had been hijacked. The Bolsheviks re-named themselves "Communists" in a PR move, in case you forgot.

    When the bread riots and the gasoline riots start in America, this will signal the beginning of the end. It will be war. As a Russian military instructor taught, "War is War...War is kill or be killed."

    Want to survive? Buy into companies outside the U.S.A. Brazil and Canada come to mind.

    Jul 15 19:33 pm |Rating: 0 0 |Link to Comment |View article
  • The Long Case for Canadian Oil Sands Trust

    The comments are a bit more interesting and informative than the article. Keep up the good work.
    Jul 12 14:10 pm |Rating: 0 0 |Link to Comment |View article
  • RBC Upgrades Canadian Natural Resources; Downgrades Nexen
    CNQ has an excellent management. I own shares and am happy.
    Jul 11 14:40 pm |Rating: 0 0 |Link to Comment |View article
  • Oil at New Highs: Heading to the Exit Lane
    There are multiple exit lanes. Each has its own peculiar political no-go signs. Nobody writes much about petrochemicals--just about fuel. For America, fuel is only about half our 22 million bpd consumption.

    Maybe "You just can't get to the post office from here." Or more likely, a lack of political leadership to lay out the alternatives to the public, develop a national dialogue, and make decisions.
    Jun 30 14:26 pm |Rating: 0 0 |Link to Comment |View article

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