drdrab’s Activity

Yesterday

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Boards Post

drdrab replied to the Macro Economic Trends and Risks board. 4:35 PM

Re: # of rigs down, oil production up

The theory goes that when oil rigs decline, fewer wells are drilled, less new oil is discovered, and oil production slows.

But production isn't slowing yet, and new efficiencies in U.S. drilling and pumping may make raw numbers of
[more]

Tue Feb 24

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Boards Post

drdrab replied to the Macro Economic Trends and Risks board. 2:48 PM

Re: Tim buys more ZEO.to

We like to tease the rest of Canada about cold weather, all y'all like to tease us about raining all the time. Seriously though, the lack of a snow pack on the island over he last several years has caused big problems for our salmon, trout and [more]

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drdrab replied to the Macro Economic Trends and Risks board. 1:57 PM

Re: Tim buys more ZEO.to

Good article Tim.
I hope weather isn't too miserable in DC for you. My brother is in Toronto for a medical procedure (plugging up a pelvic AVM) and was whining about the cold. I am out at my cottage on west coast and my southern exposure [more]

Sun Feb 22

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Boards Post

drdrab replied to the Oil and Gas board. 1:20 PM

Re: Offers in Eagle Ford

Somebody thinks there is life in those dry bones.

david fb, below is a part of a post from RBN which has now gone behind paywall but I copied & saved it before it went away. Perhaps the rights you own are in the "sweet [more]

Fri Feb 20

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Boards Post

drdrab replied to the Macro Economic Trends and Risks board. 6:27 PM

Re: $10 / bbl oil?

So they will be pumping as much oil as they can, not always to make money, but often just to make the interest payments on their loans

It is interesting to see how different companies are planning to operate in a low oil price [more]

Thu Feb 19

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Boards Post

drdrab replied to the Macro Economic Trends and Risks board. 6:05 PM

Re: Invest in tank cars or pipelines? .

B) the approval of any pipelines the oil industry wants that will take large amounts of crude oil off the rails. It would be worth doing one's homework to find out what pipeline-related companies would be the best bets

Here is a [more]

Tue Jan 13

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Boards Post

drdrab replied to the Macro Economic Trends and Risks board. 11:33 PM

Re: a real oil analyst- behind the plunge

Nice article.

Here is another one, along with a few "juicy excerpts".

[more]

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Boards Post

drdrab replied to the Macro Economic Trends and Risks board. 11:55 AM

Re: Oil Market at junction

Don't forget all the stuff in a barrel that ends with "ane and ene", naptha etc. as well as the residuum like asphalt. Kern heavy is over half residuum

Sun Jan 11

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Boards Post

drdrab replied to the Macro Economic Trends and Risks board. 4:46 PM

Re: Shale Oil Revolution in Danger?

Unlike conventional projects, shale wells enjoy an extremely short life. In the Bakken region straddling Montana and North Dakota, a well that starts out pumping 1,000 barrels a day will decline to just 280 barrels by the start of year two, a [more]

Tue Jan 6

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Boards Post

drdrab replied to the Macro Economic Trends and Risks board. 6:35 PM

Re: Oil Prices Are Going To Party Like It's 1986

I was not writing about the overall demand dropping.

That may not be what you were thinking, but it is what the words you typed said.
I gave my ideas about supply in my response to you in the other thread.

I have said [more]

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Boards Post

drdrab replied to the Macro Economic Trends and Risks board. 3:21 PM

Re: Oil Prices Are Going To Party Like It's 1986

Demand is dropping according to Brookings:

This is just wrong. It is a mix up in terms. Demand is not dropping, the rate of increase in demand has dropped.

Here is the IEA demand projection for 2015. Please look at the [more]

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Boards Post

drdrab replied to the Macro Economic Trends and Risks board. 12:50 AM

Re: Oil Prices Are Going To Party Like It's 1986

What I think will happen is that the price will float to a level where enough production areas will shutdown because they are no longer be profitable. When enough production areas have been shutdown and production again meets consumption, then the [more]

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drdrab replied to the Macro Economic Trends and Risks board. 12:40 AM

Re: Citi predicts price of Brent/WTI

So what do you predict for 2015? It is OK to make predictions

Well, I mentioned somewhere before that I think it will be closer to 90 than 50 in a year from now, but who knows, it could take a couple years. Several folks whose [more]

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Boards Post

drdrab replied to the Macro Economic Trends and Risks board. 12:12 AM

Re: Oil Prices Are Going To Party Like It's 1986

The US and Mexico and Canada could withhold all their oil from the world market and the Saudis and OPEC could cover the demand with cheap oil.

This statement just isn't true. Most OPEC nations are already pumping at the maximum they [more]

Mon Jan 5

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Boards Post

drdrab replied to the Macro Economic Trends and Risks board. 11:06 PM

Re: Citi predicts price of Brent/WTI

Will WTI crude drop to as low as $50 early next year and stay in the range of $50 to $60 for all of 2015?

Clearly shows that METAR does not do well at forecasting the future.


So... five days into 2015 you call it for [more]

Tue Dec 30

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Boards Post

drdrab replied to the Retire Early CampFIRE board. 5:22 PM

Re: Free online Science & Mathematics books

Too bad this book was not included in the free list. From a thread a few days ago it appears some here could use a bit of learnin'.
It was written by an actual particle physicist


[more]

Fri Dec 19

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Boards Post

drdrab replied to the Atheist Fools board. 10:06 PM

Re: Too much regulation on land? Do it at SEA!

Thank you for proving my prejudices.

You are quite welcome, although I am a Canadian liberal, and not really too interested in US political stuff, which is what I think you are accusing me of? Your prejudices are due to your own [more]

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Boards Post

drdrab replied to the Atheist Fools board. 5:44 PM

Re: Too much regulation on land? Do it at SEA!

"In Shell's view, this means avoiding the costly tasks of building a pipeline to the Australian coast and of constructing an LNG facility that might face a long series of planning battles, and require a host of new infrastructure on a remote [more]

Thu Dec 18

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Boards Post

drdrab replied to the Macro Economic Trends and Risks board. 4:48 PM

Re: New York shows "courage"

Now if they really want to show "courage" why don't they ban the buying of Nat gas from states that do allow fracking?

I get a laugh out of New Brunswick as well. They also just banned fracing, but are quite happy to lobby [more]

Wed Dec 17

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Boards Post

drdrab replied to the Saul's Investing Discussions board. 8:23 PM

Re: PFIE and oil wells

Deep underwater oil reservoirs can be quite warm indeed


The best part of Bakken is around 220F.

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Two stars, 250 posts Old School Fool Global Fool
Board Posts 398
Recs Received 1016
People who have rec'd these posts 368
Recs to Posts Ratio (last 30 days) N/A
Threads Started 27
Threads Started Percentage 6.78 %
Most Frequent Board Macro Economic Trends and Risks
Very First Post Re: When will the stock price go up? (12/24/2006)
Percentage of Posts Rec'd 63.57 %
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