Archive for May, 2008

Oil Makes A Fearful Arithmetic

Friday, May 30th, 2008 Posted in Uncategorized | Comments Off

There are a lot of huge numbers in the oil and gas industry--dollars, barrels, MMcfs. It's hard to grasp their true meaning and context. What's a billion, anyway? But I got ... Read more..

Goldman Sachs at $185, or oil at $145?

Friday, May 30th, 2008 Posted in Uncategorized | Comments Off

Which investment do you prefer--a barrel of oil or a share of Goldman Sachs? On May 28, 2008, an analyst at UBS Securities rated the shares of Goldman Sachs neutral or ... Read more..

Memo to GE: Call Boone Pickens

Friday, May 30th, 2008 Posted in Uncategorized | Comments Off

We hear that GE may sell its famed appliance unit for as much as $5 billion. Might it deploy that capital in faster-growing businesses--getting away from GE Profile refrigerators to ... Read more..

The Case Of The High Oil-Price Conspiracy

Friday, May 30th, 2008 Posted in Uncategorized | Comments Off

She was a pushy dame, most dames are, and she came into my office with a laundry list of bad hang-ups and angry customers. She said her name was Congress, ... Read more..

KPMG Survey: Most E&P Execs Expecting Oil Prices To Fall Below $100 By Year-End

Friday, May 30th, 2008 Posted in Uncategorized | Comments Off

A recent survey conducted by KPMG finds that the majority of E&P executives feel that oil will drop below $100 by year-end. However, it was only a slight majority of the ... Read more..

Storm Season Begins With Gas Market Very Vulnerable

Friday, May 30th, 2008 Posted in Uncategorized | Comments Off

It's that time of the year again -- the start of the Atlantic hurricane season. Running from June 1 through Nov. 30, this season is a bit different than most. This ... Read more..

Playing chicken in the oil game

Thursday, May 29th, 2008 Posted in Uncategorized | Comments Off

British prime minister Gordon Brown says, in a column this week in The Guardian: "...every country must find ways of being more efficient and diversifying supply.  And as continuing high oil prices ... Read more..

Investing Political Capital: Time To Buy Venezuela’s Election Again

Thursday, May 29th, 2008 Posted in Uncategorized | 1 Comment »

Ah, November, when a young socialist's fancy turns to consolidating ill-gotten power. The Venezuelan presidential election is coming up this fall, and that means its time to buy some love ... Read more..

Japanese Researchers Unlocking Secrets of Methane Hydrates

Thursday, May 29th, 2008 Posted in Uncategorized | Comments Off

At the bottom of the Eastern Nankai Trough in the Pacific Ocean, Japanese researchers have discovered something -- and no, it's not Godzilla. The MH21 Research Consortium, a public-private group, is ... Read more..

The Big Arctic Ocean Carve-Up Is About To Begin

Wednesday, May 28th, 2008 Posted in Uncategorized | Comments Off

The map of the Arctic Ocean may look a little different very soon. The five Arctic nations, meeting in Greenland, are looking for ways to settle a series of territorial disputes ... Read more..

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