Category Archive: 7c) Oil & Commodities

Energy economist James L. Williams is owner and president of WTRG Economics. He has over 30 years experience analyzing and forecasting energy markets. His initial work in the industry was as Senior Economist with El Paso Company where he developed models to forecast petrochemical prices and markets. He has taught forecasting, finance and economics at two universities, testified before Congress on energy issues and currently publishes the Energy Economist Newsletter. In addition to the newsletter, he has also published articles in several other publications including Middle East Economic Survey, Oil and Gas Journal, and Energy Tribune.

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Oil Supply Globally: Market Price Compared to Production Costs

Oil Production Costs Shale Oil Sands Oil Conventional

Mainstream media often speaks of the great shale gas/oil revolution and how it makes the United States more productive and a net exporter of oil. We wanted to go into more details,we compare oil production costs for US shale and global oil producers. As reason for the cheap oil we see the combination of two effects: Demand: Cheap US money supported a Chinese investment boom in factories and housing until 2012. The over-investment phase is...

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Natural Gas: Global Reserves, Producers and Alliances

Evidence from simple tests supports perhaps some belief that crude oil tends to have strong and weak months of the year, Q4 is often the weakest quarter and Q1 and Q2 the best.

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Before getting too excited about the IEA’s forecast of US oil production leadership…

2012-11-15

by George Dorgan

2012-11-15

Saxo Bank, recently called for quitting long Gold and "being scared" trades. For them shale gas & oil is the game changer for the United States. It should make the US the leader for global growth in the next years. The International Energy Association (IEA) declared that the US would be energy-independent by 2030. Today a nice article...

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Marc Faber: Assets are overpriced, we short metals and Brent now

2012-10-11

by George Dorgan

2012-10-11

As we predicted on October 5 or one day later on DailyFX, metals have started their descent, silver lost one dollar, from levels around 35$ last week to 34$ now. Marc Faber joins our view and says that asset prices are quite vulnerable. “I’m not 100% in cash, for the simple reason that I could … Continue reading »

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Marc Faber argues against Jim Rogers

2012-10-05

by George Dorgan

2012-10-05

The most famous investors Marc Faber and Jim Rogers were in a common interview on CNBC. Marc Faber is of our position, whereas Jim Rogers is still bullish on commodities. Marc points out that China’s bench mark stock index the Shanghai Stock Exchange Composite Index was at 6100 in 2007 even as it … Continue reading...

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Die Wirtschaftskommission hat den Goldfranken abgelehnt, jetzt kommt die Volksinitiative

2012-07-08

by George Dorgan

2012-07-08

Zwei Initiativen für Kleinanleger um das Geld/Gold vor den Mächtigen zu retten Der Ökonom Detlev Schlichter der “Österreichischen Schule” hat einen Vortrag beim “Verein Goldfranken” gehalten. Hier der äquivalente Vortrag auf Englisch beim Adam-Smith-Institut in den USA. Die Kritik an der Boom und Bust Politik der Nationalbanken.

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Oil price increases in 2012 and why they are not real

2012-02-26

by George Dorgan

2012-02-26

Oil prices Oil prices will rise quickly this year along with the recovery, the Iran issues and last but not least driven by investor demands of yield, implemented in the HFT algos. Interestingly the Iran issues already existed in December, but oil prices were falling, at that moment investors did not believe in a global recovery yet, …

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