Money and Finance
- Don't Fall For The Shale Boom Hype - Chris Martenson Interview With Oilprice.com
We are in the midst of an amazing energy boom, but by sweeping the idea of peak oil under the rug we are ignoring a significant fact: the relationship between hydrocarbon reserves and flow rates are not the same as they used to be—reserves have increased...
- Energy For Asia: An Overview - By Claire Barnes
Economic growth dipped in 09, but there is widespread complacency that Asia is now back to 'business as usual'. That would require commensurate growth in the availability of energy. (The energy intensity of US GDP has fallen, but it is far from...
- Recent Buy - Chevron (cvx)
I recently picked up another 10 shares of the energy giant Chevron after their recent dividend increase announcement. In an effort to balance my monthly dividend totals I had been trying to choose a stock to purchase for the end of the quarter. I already...
- Recent Buy - Chevron (cvx)
Recently added to my position in Chevron. I purchased another 9 shares at $120.90 giving me a total of 19 shares. The stock has been dropping a little recently from the $125 range on some earnings and productivity concerns and in this market I'm happy...
- Recent Buy - Chevron (cvx)
Today I opened a position in Chevron. I purchased 10 shares at $121.47 giving my portfolio it's 20th position. Chevron has been under some selling pressure as it approached their 2nd quarter earnings and continued to drop after a disappointing 2nd...
Money and Finance
Apollo Asia Fund Q2 Report: The imprecision of vital statistics
There has been much recent discussion of Chinese statistics, but I have seen none at all on an interesting revision to BP's data on Malaysian oil production and consumption. BP's annual 'Statistical Review of World Energy' has become a principal source of information on primary energy trends: the latest version may be found at www.bp.com. The Energy Export Databrowser provides helpful charts based on this data.
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Energy policy in Indonesia is certainly no more coherent than in Malaysia, but the musings of ministers do at least range more broadly, which may perhaps allow hope for change. Indonesia, Malaysia and India suffer from the distortions and misallocations caused by energy subsidies: reforming these would be a good place to start.
While we consider energy issues extremely important for the next few decades, the timescale on which they play out can be awkward for investors. We added only one new name to the portfolio in the second quarter, and that had no relation to energy; we trimmed and added, but made no dramatic changes. Japan still seems to offer unusual value, and our allocation there has increased slightly.
- Don't Fall For The Shale Boom Hype - Chris Martenson Interview With Oilprice.com
We are in the midst of an amazing energy boom, but by sweeping the idea of peak oil under the rug we are ignoring a significant fact: the relationship between hydrocarbon reserves and flow rates are not the same as they used to be—reserves have increased...
- Energy For Asia: An Overview - By Claire Barnes
Economic growth dipped in 09, but there is widespread complacency that Asia is now back to 'business as usual'. That would require commensurate growth in the availability of energy. (The energy intensity of US GDP has fallen, but it is far from...
- Recent Buy - Chevron (cvx)
I recently picked up another 10 shares of the energy giant Chevron after their recent dividend increase announcement. In an effort to balance my monthly dividend totals I had been trying to choose a stock to purchase for the end of the quarter. I already...
- Recent Buy - Chevron (cvx)
Recently added to my position in Chevron. I purchased another 9 shares at $120.90 giving me a total of 19 shares. The stock has been dropping a little recently from the $125 range on some earnings and productivity concerns and in this market I'm happy...
- Recent Buy - Chevron (cvx)
Today I opened a position in Chevron. I purchased 10 shares at $121.47 giving my portfolio it's 20th position. Chevron has been under some selling pressure as it approached their 2nd quarter earnings and continued to drop after a disappointing 2nd...