May 3, 2006
The Great Commodity Squeeze
The great commodity squeeze of the 2000s is on. At this writing, the prices of oil, gold and silver have reached 25-year highs based on energy-supply concerns, increased world demand for all commodities, and persistent
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April 4, 2006:
Some Trends to Watch Recently, I spoke with an admired acquaintance, Cambridge Energy Research Associates (CERA) co-founder Joe Stanislaw, who has taken a position as independent senior advisor to the leadership of Deloitte & ...more
March 4, 2006:
Addicted Three events in early February reminded me of the variety inherent in the global oil patch and the interplay of macro-geopolitical factors that affect players large and small. At NAPE, ...more
February 4, 2006:
The Boomers are Booming The media has been full of reports that this year, the first of the huge and influential baby-boom generation turns 60. Closer to home, the median age of the members ...more
January 4, 2006:
Hop on the Rocket Last year was one of the most dramatic ever in the oil and gas industry. The repercussions of it will color 2006, which is going to be one of the ...more
December 4, 2005:
Higher for Longer The day I wrote this, the standard-bearers of the American oil industry strode into a Senate committee chamber to face the American people and justify their “outrageous profits.” Their inquisitors ...more
November 4, 2005:
Elasticity is Back The long-dreaded impact of high oil and gas prices on the U.S. economy is starting to show in a number of ways. New cracks have appeared in energy demand and ...more
October 4, 2005:
No Safe Harbor The devastation wrought by Katrina and Rita was a loud wake-up call for Americans. Now they know their South American coffee and bananas come in from and their Midwestern corn ...more
September 4, 2005:
THIS PUD’S FOR YOU Step aside, proved developed reserves. You are merely the reassuring base line whose cash flow and value are so assumed that investors, analysts—and certainly asset buyers—have grown complacent about you. ...more
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