Wednesday, April 29, 2009
Oil Price Shocks and Recessions
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(chart source: page 4 of PDF ) A welcome shout out for Oil 101 today from economist James Hamilton of the University of California, San Di...
Oil 101 Review
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A great review of Oil 101 was posted by Robert Rapier of theoildrum and r-squared blogs today. Previously on his r-squared blog, Robert ha...
Monday, April 27, 2009
OPEC's Next Cut: Fake it?
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OPEC members meet next on May 28, 2009. Although varied OPEC members create a lot of media noise, this is usually for consumption by their d...
Sunday, April 26, 2009
Why Crude Oil Prices Rose to $150 in 2008
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One of my pet peeves is when someone says that the rally in oil prices close to $150 in July 2008 was due to a temporary speculative bubble...
Saturday, April 25, 2009
EIA Presentations
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The EIA has placed presentation materials from its recent conference on its web site. The materials are a little dry without the commenta...
Economic Pinch to a Crunch
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IEA Sees Oil-Supply Crunch by 2013 on Slow Investment ( bloomberg ) “I can’t rule out the possibility of an oil supply constraint in 2013 an...
Wednesday, April 22, 2009
Oil Markets and Economic Recovery
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Two interesting monthly oil numbers which came out today are US vehicles miles travelled (upper chart) for February and Chinese oil demand n...
Sunday, April 19, 2009
Great Books on Energy
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A new book I highly recommend is 'Sustainable Energy - Without the Hot Air' by David MacKay , a physicist at Cambridge University. Y...
Electric Vehicles: Solution?
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( Oil 101 Pag 7, Fig 1-3, data source: EIA and IEA ) Electric cars have been touted as the next big thing for over 100 years. Current pr...
Modeling Oil Demand
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( chart: vehicles per capita ) When building oil supply and demand (S&D) models, demand is especially challenging to model when there a...
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