Comments on: It’s Not Black Or White http://www.aspousa.org/index.php/2009/07/its-not-black-or-white/ Truth in Energy Thu, 09 Feb 2012 00:27:10 +0000 http://wordpress.org/?v=2.6.2 By: Big Crash Coming? :: ASPO-USA: Association for the Study of Peak Oil and Gas http://www.aspousa.org/index.php/2009/07/its-not-black-or-white/#comment-3413 Big Crash Coming? :: ASPO-USA: Association for the Study of Peak Oil and Gas Thu, 29 Oct 2009 17:59:53 +0000 http://www.aspousa.org/?p=1941#comment-3413 [...] have made many of the same points in several columns, most recently in It’s Not Black Or White. Unwarranted oil price inflation is certainly a threat to a global economic recovery in the next [...] [...] have made many of the same points in several columns, most recently in It’s Not Black Or White. Unwarranted oil price inflation is certainly a threat to a global economic recovery in the next [...]

]]> By: The Almighty Dollar :: ASPO-USA: Association for the Study of Peak Oil and Gas http://www.aspousa.org/index.php/2009/07/its-not-black-or-white/#comment-3064 The Almighty Dollar :: ASPO-USA: Association for the Study of Peak Oil and Gas Thu, 03 Sep 2009 17:31:50 +0000 http://www.aspousa.org/?p=1941#comment-3064 [...] between a demand shock and a supply ceiling (peak oil). I covered this material in my article It’s Not Black Or White. Medlock and Jaffe say “analysis must also take into account that the physical crude oil [...] [...] between a demand shock and a supply ceiling (peak oil). I covered this material in my article It’s Not Black Or White. Medlock and Jaffe say “analysis must also take into account that the physical crude oil [...]

]]> By: The Dude http://www.aspousa.org/index.php/2009/07/its-not-black-or-white/#comment-2726 The Dude Fri, 03 Jul 2009 18:47:57 +0000 http://www.aspousa.org/?p=1941#comment-2726 Hey Dave, Here are a couple of graphs I made of the WTI spot price/difference in same from day to day: from '86-'09: http://img34.imageshack.us/img34/2521/wtispotprice19862009vol.png and '00-'09: http://img301.imageshack.us/img301/605/wtispotprice20002009.png It's noteworthy that the volatility continued even after the price crashed this winter; also that wild price swings were apparent after the invasion of Kuwait in '90, followed by a very stable regimen thereafter, even though GS had it within its power to play around with commodities to its heart's content according to Taibbi. Another weakness in his argument was absolutely no mention of the erosion of both LSC+refining capability to deal with more prevalent crude grades, and spare capacity, which bottomed out around '05. Far more cathartic to lay the blame solely at Paulson's feet. Thanks for putting this together, into the bookmarks it goes. Hey Dave,

Here are a couple of graphs I made of the WTI spot price/difference in same from day to day: from ‘86-’09:

http://img34.imageshack.us/img34/2521/wtispotprice19862009vol.png

and ‘00-’09:

http://img301.imageshack.us/img301/605/wtispotprice20002009.png

It’s noteworthy that the volatility continued even after the price crashed this winter; also that wild price swings were apparent after the invasion of Kuwait in ‘90, followed by a very stable regimen thereafter, even though GS had it within its power to play around with commodities to its heart’s content according to Taibbi. Another weakness in his argument was absolutely no mention of the erosion of both LSC+refining capability to deal with more prevalent crude grades, and spare capacity, which bottomed out around ‘05. Far more cathartic to lay the blame solely at Paulson’s feet.

Thanks for putting this together, into the bookmarks it goes.

]]> By: Bob Shaw http://www.aspousa.org/index.php/2009/07/its-not-black-or-white/#comment-2725 Bob Shaw Fri, 03 Jul 2009 09:32:42 +0000 http://www.aspousa.org/?p=1941#comment-2725 Hello Dave, Absolutely brilliant analysis! I sure hope this gets spread to gets a much wider audience. Bob Shaw in Phx,Az Are Humans Smarter than Yeast? Hello Dave,

Absolutely brilliant analysis! I sure hope this gets spread to gets a much wider audience.

Bob Shaw in Phx,Az Are Humans Smarter than Yeast?

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