INFORMATION ABOUT PEAK OIL INVESTMENTS

THE ROAD TO PEAK OIL

   Supply and Demand Models

   •  11/26/07 Financial Times Global Map of Oil Production, Consumption and Movements

   •  11/12/07 Skrebowski Forecast of Supply and Demand for Oil in Detailed Graphic Format (PDF 272k)

   •  11/5/07 Matt Simmon’s Argument That Oil Is Set to Become More Scarce from Here (PDF 2.0M)

   •  10/31/07 The 101-Page Peak Oil Report by the German Energy Watch Group — See Next 2 Posts (PDF 1.7M)

   •  10/31/07 Chris Skrebowski Discusses the Recently Released Alarming German Study of Peak Oil
      and His Own Most Recent Work and Conclusions (PDF 64k)

   •  10/29/07 German Think Tank Issues Credible New Study of Peak Oil and a Dramatic Warning
      That Production Peaked in 2006 (PDF 76k)

   •  10/6/07 Speculators and the Shape of the Futures Price Curve Has Influenced Oil Prices (PDF 84k)

   •  9/28/07 Industry Insider Says Peak Oil in Five Years (PDF 176k)

   •  9/22/07 Graphs of Recent Plateauing of Oil Production and Projection of Future Production (PDF 396k)

   •  9/17/07 The Case for Lower Oil Prices (PDF 92k)

   •  9/3/07 A New, Unorthodox, But Thought Provoking Definition of Peak Oil (PDF 16k)

   •  8/19/07 Primer on Supply and Demand Models for Oil

   •  8/7/07 2008 EIA Oil Forecast (PDF 68k)

   •  8/5/07 Global Oil Supply and Demand Forecast

   •  8/4/07 Deffeyes on the NPC Report (PDF 136k)

   •  7/26/07 Falls Church Take on NPC Report (PDF 20k)

   •  7/21/07 Petroleum Council Report on Supply/Demand (PDF 5MB)

   •  7/07 IEA 5 Year Demand/Supply Forecast

   Supply News

   Iraq

   •  9/8/07 Iraq Targets Huge Oil Production Increase (PDF 20k)

   General

   •  12/3/07 Saudis to Build Above Ground Storage; Implies Uncertainty About Spare Underground Pumping Capacity

   •  11/26/07 Global Map Shows Peak Year, Peak Amount, and Recent Year Production for All Countries

   •  11/21/07 U.S. Blue Ribbon Task Force Analysis of Oil Needs Through 2035;
      Unconventional Oil and Efficiency Will Save the Day

   •  11/21/07 Skrebowski’s Megaproject Summary Showing Future Oil Production Gains from New Field Developments
      Before Subtracting Losses from Depletion of Old Fields

   •  11/21/07 New Pessimism Among Oil Patch Leaders

   •  11/19/07 Iraq Increasing Supply; Not Related to U.S. “Surge”

   •  11/19/07 The Wall St. Journal Recognizes Peak Oil — Sort of

   •  11/19/07 How Will the Saudis Manage the World’s Only Spare Oil Capacity? This Is a Penetrating Discussion
      Of How They May Act if They Do or Do Not Actually Have Spare Capacity.

   •  11/6/07 Oil Major Pres. Says Peak Oil Is Much Closer Than Generally Recognized

   •  10/16/07 Analysis of Venezuelan Oil Production History (PDF 764k)

Chavez’s takeover of PdVSA, the national oil company, in 2002 caused the exit of thousands of talented workers, reducing production. This was exacerbated by the forced departure of Exxon-Mobil and ConocoPhillips in 2006. It will take years of determined and intelligent work to restore and enhance Venezuela’s oil production — assuming the Chavez govt. is capable of such work.

   •  10/12/07 Nigerian Supply Forecast to Increase (PDF 16k)

   •  10/10/07 Norwegian Production Down 35% Over 6 Years (PDF 24k)

   •  10/8/07 A Small Positive Indicator from Nigeria (Oil Production May Be Increasing) (PDF 16k)

   •  10/5/07 Norwegian Oil Production to Plunge Next Year (PDF 16k)

   •  9/18/07 U.S Oil Imports by Country, Last 10 Years (PDF 248k)

   •  9/17/07 CIBC says Growing Domestic Use by Exporters Will Yield $100 Oil by 12/08 (PDF 28k)

   •  9/14/07 OPEC Quotas Now Based on Capacity to Produce (PDF 28k)

   •  9/13/07 Reduced Venezuelan Production Being Covered Up (PDF 12k)

   •  9/6/07 Oil Majors Hurt by High Oil Prices (PDF 20k)

   •  8/17/07 Middle East Growth Challenges Energy Supply (PDF 20k)

   •  8/14/07 Oil Majors Production Down in 2007 (PDF 12k)

   •  8/13/07 New Iraqi Capacity Coming on Stream (PDF 16k)

   •  8/13/07 OPEC Sees Huge Capital Required to Keep Oil Flowing (PDF 224k)

   •  8/11/07 Iraq/Iran Oil Deal Makes Perfect Sense (PDF 20k)

   •  7/17/07 Hoarding: A Paradigm Shift for Oil Suppliers (PDF 16k)

   •  6/4/07 Skrebowski on Spare Capacity, Near Term Price Pressure, and Megaproject Backlog (PDF 56k)

   •  8/15/06 Skrebowski on CERA (PDF 20k)

   •  7/18/06 Skrebowski Predicts Peak Oil in 2011 (PDF 24k)

   •  6/21/06 Skrebowski on Megaprojects (PDF 32k)

   •  4/1/06 Skrebowski’s Megaprojects List (PDF 116k)

   •  6/1/05 Skrebowski’s Detailed Projections as of Mid-2005 (PDF 852k)

   •  1/8/05 Skrebowski on Depletion (PDF 56k)

   Demand News

   •  9/12/07 Oil Demand Forecasted Lower Due to U.S. Weak Economy (PDF 20k)

   •  9/1/07 Chinese Begin Public Campaign to Conserve Oil (PDF 16k)

   •  8/12/07 Middle East Oil Useage Growing Fast (PDF 72k)

   Current Oil Price Commentary

   •  11/21/07 UBS Raises Avg. Oil Price Forecast for 2008 and 2009 Into Mid-70s. Is Wall St. Smoking a Controlled Substance?

   •  10/23/07 Goldman Notes Fundamental Oil Price Pressures (PDF 32k)

   Hoarding Oil

   •  10/24/07 Head of IEA Says Russia Is Effectively Hoarding Oil (PDF 24k)

   •  9/11/07 Oil CEOs Say National Oil Companies Starting to Hoard (PDF 124k)

   •  9/7/07 Resource Nationalism: The Wave of the Future (PDF 20k)

   •  9/6/07 Matt Simmons Identifies Oil Hoarders (PDF 40k)

   Mexico: The Road to Ruin

   •  11/21/07 Mexican Production Falling Fast Partly Due to Salt Water Seepage

   •  11/21/07 Mexican Opposition Leader Works to Keep Foreign Investment Out of Mexican Oil

   •  11/19/07 Cantarell Production Down

   •  11/16/07 Violence Compounds Mexico’s Oil Production Problems by Endangering the Governement’s Stability

   •  10/2/07 Mexico Starts to Drill More (PDF 72k)

   •  9/26/07 Mexican Counter-Terrorism Hurt by Underfunding Military Intelligence (PDF 28k)

   •  9/18/07 Pipeline Bombings Hurt Mexican Manufacturing Operations (PDF 24k)

   •  9/18/07 Mexican Gas Pipeline Saboteurs Financed by Chavez (PDF 24k)

(Note: This article is in Spanish. It says that according to Mexican intelligence the organization that carried out the attacks on Mexican gas pipelines, known as “Ejército Popular Revolucionario (EPR),” was financed by the government of Venezuela as stated in the following portion of the piece: “El EPR es financiado por el gobierno de Venezuela a través del ‘Movimiento Mexicano Bolivariano’ (MMB)”

   •  9/10/07 Mexican War Heats Up a Bit (PDF 24k)

   •  9/9/07 Mexico Estimates Oil Exports Down 50K b/d in ’08 (PDF 28k)

   •  9/7/07 Oil Economist Sees Mexican Disaster (PDF 576k)

   •  9/4/07 More Violence in Mexico (PDF 28k)

   •  7/30/07 Mexican Violence Bodes Ill (PDF 24k)

   •  7/27/07 Mexican Company Predicts End of Oil (PDF 12k)

   •  7/27/07 Violence in Mexico (PDF 24k)

   •  7/19/07 Problems in Mexico (PDF 20k)

   Russia

   •  11/19/07 Russian Oil Minister Reported to Predict 5.2% Production Growth by 2010

   •  11/19/07 Russian Oil Production Will Not Grow Rapidly as in the Past

   •  10/16/07 Russians Stop Khazak Oil Pipeline, Seek Control (PDF 32k)

   •  9/19/07 A Short History of the Russian Oil and Gas Industry (PDF 88k)

   •  8/30/07 Putin Aims for Financial Domination

   Brazil

   •  12/3/07 Huge Technical Challenges Await Brazilians Trying to Develop Their New Tupi Discovery

   •  11/29/07 New Oil Wealth for Brazil Could Corrupt Their Politics, Have Unintended Consequences,
       And Lead to a Huge Spending Boom

   •  11/21/07 Description and Implications of the Petrobras Tupi Elephant Field Find

   Oil Sands

   •  11/29/07 Petrobank’s Toe and Heal System (“THAI”) Shows Increasing Utility
       For Economical Production from the Oil Sands Deposits

   •  10/26/07 Canadian Oil Sands Trust Discusses New Alberta Tax,
       Seems to Have Leverage for Negotiating a Better Agreement (PDF 120k)

   •  9/30/07 Suncrude. SU Have Potentially Beneficial Tax Deals with Alberta (PDF 16k)

   •  9/27/07 Alberta Royalty May Not Be Changeable Until 2015 (PDF 20k)

   •  9/18/07 New Taxes Proposed for Oil Sands in Alberta (PDF 28k)

   •  9/1/07 Update on THAI Field Progress (PDF 44k)

   •  8/27/07 More on THAI

   •  8/14/07 Oil Sands Could Split Canada on Environmental Problems (PDF 20k)

   •  7/8/07 LA Times Overview (PDF 40k)

   •  10/06 THAI Technology May Beat SAGD (PDF 44k)

   •  Various In-Situ Extraction Technologies (PDF 112k)

   Chindia

   •  10/19/07 China to Adopt Regional Strategy for Post Peak Oil Period (PDF 20k)

   •  9/28/07 ETFs for Investing in Chindia (PDF 28k)

   Shipping

   •  9/19/07 Consolidation in Shipping to Accompany Growth

   The Poor Suffer First and Most from Energy Scarcity

   •  11/19/07 Zambia to Close Refinery for Lack of Crude Due to Pricing Dispute with Total

   •  11/6/07 Oil Hurts Poor Countries More Because Their Economies Are More Energy Intensive

   •  11/6/07 Scotland’s Poor Suffer from High-Cost Energy, Seek Government Help — This Is the Wave of the Future

   •  10/23/07 Senegal Sees Demand Destruction from Higher Oil Prices as People Do Without (PDF 44k)

   Below is a list of countries with reported energy shortages occurring within the past few months.
   Pretty amazing when you see the number of places around the world that are being affected right now.
   While Americans and Europeans may grumble about paying more to fill up their comfortable vehicles,
   a lot of people in poorer areas are sweltering in heat, freezing in the cold, reading by candlelight,
   and having trouble getting to work, if their place of work is still in operation. We are just beginning
   to see the early demand destruction that will surely accelerate as fossil fuels start to become supply constrained.

   •  List of Countries

Asia and Middle East    Nepal Gasoline and diesel    Pakistan Natural gas and electricity    Iraq Gasoline    Iran Gasoline    Bangladesh Electricity    Sri Lanka Gasoline    Philipines Electricity    China Electricity    India Electricity    Viet Nam Electricity

Africa    Uganda Electricity    Zimbabwe Gasoline and diesel    Ghana Electricity    Nigeria Gasoline    Senegal Electricity    Liberia Electricity    Kenya Gasoline and diesel    Gambia Gasoline and diesel

Americas    Argentina Natural gas and electricity  Diesel    Nicaragua Electricity    Chile Natural gas and electricity    Costa Rica Electricity    Dominican Republic Electricity

   •  8/12/07 High Cost Oil Threatens Jamaican Economy (PDF 184k)

   •  8/11/07 Fuel Prices Substantially Boost Cost of Food in Tanzania (PDF 20k)

   •  8/6/07 Oil Prices Force Conservation in Sri Lanka (PDF 40k)

   •  8/6/07 Sri Lanka: An Example of High Oil Costs Pricing Out the Poor (PDF 4k)

   •  8/5/07 Rising Oil Prices a Catastrophe for Poor Countries (PDF 16k)

NATURAL GAS SUPPLY AND DEMAND

   •  10/5/07 Norwegian Gas Production to Surge Next Year (PDF 16k)

   •  9/6/07 Weak Gas Prices Start to Reduce Production

   •  7/20/07 New Gas Supplies Coming On Line (PDF 7k)

COAL

   •  9/6/07 Demand for Coal Projected to Outstrip Supply (PDF 20k)

ALTERNATIVES

   •  11/26/07 A Paladium Bull’s Agruments and the Related Argument that Cold Fusion
      Could Be the Post-Peak Oil Savior of the Economy (Thanks to Seeking Alpha)
   •  11/21/07 Is Methanol an Answer?
   •  11/14/07 Geothermal Energy 101, Current Events, Ormat
   •  8/6/07 Abu Dhabi Leads Way in Alternatives (PDF 56k)
   •  7/30/07 Saudis Go Green (PDF 60k)
   •  7/11/07 Geothermal Companies (PDF 20k)

   Solar

   •  11/26/07 Excellent Summary of Solar PV Public Companies Competitive Characteristics (Thanks to Seeking Alpha)
   •  11/26/07 Heat Storage Key to Ausra Solar Electric Cost Advantage per Technology Review
   •  11/26/07 PG&E and FPL Link with Ausra for Solar Power
   •  11/26/07 PG&E Inks Deal with Ausra and Two Others for Solar Power
   •  11/16/07 Algeria to Export Solar Power to Germany via Undersea Cable
   •  11/7/07 An Insightful Discussion of Why Akeena and Other Solar Stocks Are Attractive (Thanks to Seeking Alpha)
   •  11/7/07 Akeena Presentation with Slides
   •  9/28/07 New Concentrating Solar Technology Plants to be Built by FPL and PG&E (from The Energy Blog)
   •  9/16/07 News Suggesting the Viability of Concentrating Solar Power (CSP) (PDF 16k)
   •  9/13/07 New Concentrating Solar Technology Promises Competitive Cost for Electricity
   •  8/20/07 Concentrated Solar Power Most Competitive Renewable (PDF 196k)
   •  8/16/07 Thin Film Solar to Soar on Lower Costs: (from The Energy Blog)
   •  7/9/07 Giant CA Industrial Solar Plant (PDF 36k)
   •  7/8/07 Arab CSP to Power EU (PDF 20k)

   Biomass

   •  11/12/07 Shell Buys Into Enzyme Maker for Biofuels
   •  9/28/07 A Perspective on the ADM/Conoco Deal (Thanks to Seeking Alpha) (PDF 16k)
   •  8/13/07 Relative Economics of Renewable Diesel and Biodiesel (PDF 36k)
   •  7/19/07 Corn Ethanol Not Viable (PDF 20k)

   Wind

   •  9/28/07 Two Canadian Wind Plays (Thanks to Seeking Alpha) (PDF 148k)
   •  7/12/07 A Note on Wind Participants (PDF 20k)

CONSERVATION

   •  11/19/07 A Small Step for Man: UPS Leases Electric Vans for Small Parcel Delivery in CA,
      A Preview of Things to Come (from The Energy Blog)

   •  11/5/07 Toyota to Offer Lighweight Car with Twice the Prius’ Fuel Efficiency (PDF 20k)

   •  10/23/07 Dominican Republic Constrains Driving to Save Fuel (PDF 20k)

   •  10/11/07 Amory Lovins Not Worried About Peak Oil (PDF 68k)

The green genius says energy efficiency will improve so fast that we will run out of our need for oil long before the oil runs out.

   •  10/10/07 LEDs Can Potentially Save 20% of Electricity Usage (Thanks to Seeking Alpha) (PDF 60k)
   •  10/1/07 Canadian Executives Agree on Need for Carbon Tax, Lower Emissions (PDF 24k)
   •  9/24/07 High Mileage Solutions for Transport Efficiency Are on the Horizon (PDF 20k)
   •  8/13/07 New All-Electric Car from China (Only useful for local trips — try filling up on the highway or at a friend’s house) (PDF 44k)
   •  8/13/07 Why Diesel Hybrids Make the Most Sense (PDF 28k)
   •  7/31/07 Think All-Electric Car: The Next Small Thing? (PDF 56k)
   •  7/28/07 Japanese Demand Efficient Cars (PDF 16k)
   •  7/20/07 Hybrid Demand Down but Diesel Is Up (PDF 40k)

 LINKS

For a dictionary/encyclopedia of petroleum terms:
http://www.oiltracers.com/dictionary/default.asp

Want to know the oil production and consumption of Albania — or anywhere?
https://www.cia.gov/library/publications/the-world-factbook/

Free commodity quotes and charts:
http://futures.tradingcharts.com/

Check out the most beautiful small town in America — or anywhere:
http://www.crestedbuttenews.com/

Certified US Govt. energy stats — they may not be right but they are authoritative:
http://www.eia.doe.gov/

A good place to lend money to aspiring entrepreneurs from the comfort of your computer:
http://www.kiva.org/app.php

Free good advice on specific oil and gas stocks:
http://www.mcdep.com/

News about energy:
http://www.msnbc.msn.com/id/3033676/

More global economic data than you can absorb from your friends at OPEC:
http://www.opec.org/home/Monthly%20Oil%20Market%20Reports/2006/mr122006.htm

Insiders’ source of energy news — Platts:
http://www.platts.com/

A very smart, solid industry guy’s blog — lots to learn here:
http://i-r-squared.blogspot.com/

A source of off-beat energy news:
http://thefraserdomain.typepad.com/

Daily news compilation and discussion of Peak Oil and related topics:
http://www.theoildrum.com/

An energy trader tells all — every day!
http://zmansenergybrain.com/

Congress’s most oil-literate member, Rep. Roscoe Bartlett (R, MD), sounds off
http://www.bartlett.house.gov/EnergyUpdates

Daily investment (and life) diary of a very funny and accomplished retiree
http://www.insearchoftheperfectinvestment.com/

International Energy Agency — Paris
http://www.iea.org/

An excellent, in-depth daily review of news related to peak oil, edited by Tom Whipple
http://www.energybulletin.net/35501.html

“Net Oil Exports,” a blog on exactly that topic
http://netoilexports.blogspot.com/