drdrab’s Activity

Wed Jun 25

NL

Boards Post

drdrab replied to the Macro Economic Trends and Risks board. 5:49 PM

Re: notice how refiners are being clobbered?

As I read the article, this is not condensate.

As I read the article I got the impression the reporters don't know the difference between crude oil and condensate and where the cut off is. Most people say API45 is the cut off. Lower [more]

NL

Boards Post

drdrab replied to the Canada (General) board. 1:02 PM

Re: Pengrowth (PGF.to)?

Hi Tim

I briefly looked at them a year or so ago. I didn't make any notes so just going from memory. I put them in the "too hard/wait and see" pile.
They were a more or less conventional player that had decided to make a big [more]

NL

Boards Post

drdrab replied to the Macro Economic Trends and Risks board. 11:47 AM

Re: notice how refiners are being clobbered?

</>If they didn't expect to get more for the oil, they would not be pushing for exports, and if they get more for the oil, you are going to pay more for gas.

I really don't consider that condensate oil, and really not that much [more]

Tue Jun 24

NL

Boards Post

drdrab replied to the Political Asylum board. 9:03 PM

Re: Obama allows Oil Exports

We already have the means to export enough gasoline and diesel, which is a huge reason diesel fuel is so expensive here now

I agree with you, but your statement above has nothing to do with the issue in your OP. The stuff they will [more]

NL

Boards Post

drdrab replied to the Political Asylum board. 8:46 PM

Re: Obama allows Oil Exports

Small quibble. The article is wrong in saying condensate can be used to make gasoline, jet fuel and diesel. There may be tiny amounts of those molecules in it, but it is mostly ethane, butane, propane etc. Most of this will likely go for production [more]

NL

Boards Post

drdrab replied to the Macro Economic Trends and Risks board. 6:25 PM

Re: North Dakota pipes

Chris Severson-Baker, managing director of the Pembina Institute, which was part of the CASA process, says new bitumen production, as well as hydraulic fracturing techniques known as “fracking,” are to blame for the rise in [more]

Sat Jun 21

NL

Boards Post

drdrab replied to the Macro Economic Trends and Risks board. 4:54 PM

Re: Really Big Windfarm

Hydro is very popular in Canada and generally seems to be able to get built without too much resistance (not 100% true as Lower Churchill had some opposition mostly to the transmission lines).

Hi Tim
There was some news a while [more]

Thu Jun 19

NL

Boards Post

drdrab replied to the Macro Economic Trends and Risks board. 7:09 PM

Re: Economics of wind turbines

I wonder how many birds die from hitting automobiles, trucks, trains and airplanes?

Don't forget cats...poor birds, getting hit from all over the place.

[more]

Sat Jun 14

NL

Boards Post

drdrab replied to the Climate Change board. 3:13 PM

Re: 3 CHEERS 4 Canada's 1st Nations

jaagu

What if Enbridge can not afford to offer the tribes what they want - like large percentage of the selling price of the oil going through the pipeline for 100 years?

After all this time you still don't understand how [more]

Fri Jun 13

NL

Boards Post

drdrab replied to the Climate Change board. 6:39 PM

Re: 3 CHEERS 4 Canada's 1st Nations

After spending my whole life in BC, one thing I can assure you is the only problem for the pipeline is that Enbridge has just not offered enough to the tribes. They can and will be bought off.
This is just the first round.

NL

Boards Post

drdrab replied to the Macro Economic Trends and Risks board. 1:04 PM

Re: Top 5 - is this correct?

The list is correct, but it is only "Convention Reserves" It does not count the Venezuelan and Canadian oilsands. Last I saw from the ERCB, Alberta oilsands was 575 billion barrels of recoverable reserves.

Other non-conventional [more]

NL

Boards Post

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

Re: Nat Gas Profitable

I recently heard, however, that frack gas in New York would have to be about %6/unit to be profitable.

brucedoe, I don't know if that number would be correct or not, but I think it is a moot point anyway because New York has a [more]

Thu Jun 12

NL

Boards Post

drdrab replied to the Macro Economic Trends and Risks board. 2:04 PM

Re: Shale drilling with air works better

Hi Tim

Too bad they aren't public

I wouldn't want the people who read the post and not the article, or read and didn't fully understand the article, to buy stock in Ingersoll Rand, Quincy, Pioneer, and Smith, thinking there [more]

NL

Boards Post

drdrab replied to the Macro Economic Trends and Risks board. 1:17 AM

Re: Shale drilling with air works better

jaagu

Your discussion about horizontal drilling is not relevant to Falcon's business!

Actually it is. If they can figure out how to drill the top hole as well as the horizontal part with the same rig they can have a bit of an [more]

Wed Jun 11

NL

Boards Post

drdrab replied to the Macro Economic Trends and Risks board. 1:34 AM

Re: Shale drilling with air works better

Couple points. They don't actually drill the horizontal shales with air. Current technology only lets them drill down vertically to a point above the oil or gas bearing shale. After that to make the curve from vertical to horizontal it is necessary [more]

Tue May 27

NL

Boards Post

drdrab replied to the Macro Economic Trends and Risks board. 2:36 PM

Re: LNG in Western Canada

It seems the backwash, for want of a better term, is being shipped from PA to NJ. CT's governor wants to allow three CT companies the right to drill 10k foot holes in CT to dump this backwash. Pollution. Water travels.

Dave, it is [more]

NL

Boards Post

drdrab replied to the Macro Economic Trends and Risks board. 12:17 PM

Re: LNG in Western Canada

New York has no or very few well pads so far. I don't know if they have begun to drill or not.

Last I saw New York put a moratorium on fracking for a couple years until some sort of health study was completed, so unlikely much [more]

NL

Boards Post

drdrab replied to the Macro Economic Trends and Risks board. 12:13 PM

Re: LNG in Western Canada

The companies that actually build the plants might also be interesting... if I knew who they were.

Tim, some of the big public ones I know of are CBI, FLR, JEC, FWLT.
I don't know much more about them than that that exist. I do [more]

Fri May 23

NL

Boards Post

drdrab replied to the Political Asylum board. 6:06 PM

Re: North Carolina Senate Republicans

There is nothing secret about the chemicals in fracking fluids. They are all very well known and all have MSDS sheets that come with them to the people mixing them onsite. The only thing secret about them is which ones are added to a particular blend [more]

NL

Boards Post

drdrab replied to the Oil and Gas board. 2:29 PM

Re: A serious consideration

I'm not aware of any techniques such as waterflooding, pressure maintenance, etc. that would be effective in shale

skylanefool

Lightstream is doing some EOR experiments in the Bakken at Creelman Sask, not too far north of the [more]

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