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   PoliticsPeak Oil reality or Myth, of an out of Control System


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To: DinoNavarre who wrote (1462)10/18/2019 8:52:12 AM
From: dvdw©
of 1481
 
Thanks for the post, it will require more time than whats available today to analyze it.

Today though its important that investors know that discreet categories of forward and future demand will bot be always clear in the present.

Therefore, its important to understand the ebb and flow of information dissemination which allow us to arrive at holism.

For the short term (3 to 5 years) give the energy matrix its due, but more importantly, find for yourselves those information sets about 10 to 20 year trends, will not take shape unless and until the ramifications of AI and the IOT (internet of things) has enough data collection and strength of analysis to set the right course.

Pay particular attention now to the infrastructure for information systems, included, but not limited to AI in order to neutralize the historical truth; " that it is Always, the missing information, that bites."

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From: dvdw©12/11/2019 7:58:42 AM
of 1481
 
Vaca Muerta field sets record for longest

spglobal.com

CVX and XOM seem to be on top of this...or at least in the thick of it.

Many of the same constraints we follow in all the USA shale fields, remain to be solved in Argentina.

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From: dvdw©2/2/2020 9:07:30 AM
of 1481
 
This RBN piece discusses the evolution of a System. Having been remiss in updating every milestone to date, its time to see how the moving parts have been assembled to secure for the DJ Basin a sustainable role in the big picture for USA energy.
rbnenergy.com

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To: dvdw© who wrote (1466)2/4/2020 12:21:04 PM
From: richardred
of 1481
 
SNIP>keep drilling costs relatively low. IMO that's key now that currently the world is awash in oil and OPEC is under pressure.

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To: richardred who wrote (1467)2/4/2020 8:24:27 PM
From: dvdw©
of 1481
 
That piece got my juices flowing again. Have been out of oil for several years, looking for those kind of numbers and now things are looking investable again.

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To: dvdw© who wrote (1468)3/8/2020 9:06:22 PM
From: dvdw©
of 1481
 
Oil prices are about to drop, maybe big time....do some Due Diligence and you will agree.

This is good for consumers, get ready to stalk some dips.

One of many stories setting the stage. Egos, big ones are on the line...
finance.yahoo.com

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To: dvdw© who wrote (1469)3/9/2020 1:38:10 AM
From: robert b furman
of 1481
 
Hi dvdw,

Here is the best description I've seen about fracing by the Pros.

EXXON INvestor Day Presentation (starts about 1 hour in):

globalmeet.webcasts.com

Bob

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From: dvdw©3/17/2020 11:23:25 AM
of 1481
 
Up to Date article on storage of oil at sea and Cushing OK. includes some info on rates.
yahoo.com

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From: dvdw©3/18/2020 11:47:49 AM
of 1481
 
Bringing this over here from the Big Dogs thread. Its a all written piece not bloviation, characterizing the shift we predicted some years ago. High oil prices were always and only a blessing to producers self interest. Remember Hugo blathering about rightful price of 150 to 300?

What a joke.

Now one can envision prices at the pump under 1.00, for brief periods of time.

Countries that have diversified economic bases welcome this change. Russia hopes according to the piece, that shale will disappear....and it could....but for how long can they hold their breath?

Shale production may wane, fields will change hands, production could be interrupted. That too shall pass.

Enjoy the show folks. The groundwork is now complete.
Message 32613982

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From: dvdw©3/29/2020 10:29:52 PM
of 1481
 
General article to match the current trend. Pricing, Supply, and Falling Demand.

yahoo.com

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