GREEN NEW DEAL = BLIZZARD OF LIES

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6 hours ago, Ecocharger said:

Oil long-term looks strong.

https://oilprice.com/Energy/Oil-Prices/Jefferies-Fully-Reopened-World-Could-See-150-Oil.html

"“In a really fully reopened world, the oil price could go to a $150 dollars because the supply constraints are dramatic,” Wood said.

In recent years, the demonization of oil and gas, or as Wood described it—the “political attack”—on fossil fuels, has reduced investment in the fossil fuel industry, which still supplied 84 percent of global energy demand in 2020.

“The issue for me is not the oil price, the issue is the pandemic. The oil price is gonna go higher in a fully reopened world because nobody’s investing in oil but the world still consumes fossil fuels,” Wood told CNBC.

Much higher oil prices would escalate the inflation fears, he added.

Although the oil market currently frets about the potential impact of the new Covid variant on global oil demand, consumption will sooner or later rebound again, even if it dips in the coming months. At that point, be it in 2022 or 2023, supply could be struggling to meet demand, also because of the shrinking capacity within the OPEC+ group to boost production."

You said Biden policy would cause a US oil shortage. Now there seems to be plenty of oil without using government lands. 
President Biden's calls on OPEC to increase production earlier this year were received poorly by the U.S. shale patch, which believes it can take care of the supply problem.

 

US producers just don’t believe the hype or the BS. Now let’s remind US producers of the flaring you can see from space. 

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9 hours ago, Eyes Wide Open said:

More dribble from the woken one, now grasshopper understand this. Russia still has enough power to end China's existence several times over..

Analysis if you would plz?

S.Korea scrambles fighter jets as China, Russia aircraft enter air defense zone

https://www.reuters.com/world/skorea-scrambles-fighter-jets-china-russia-aircraft-enter-air-defense-zone-2021-11-19/

Israel has the nukes to take the world out, maybe N Korea. It only takes minutes to vaporize the worlds largest cities. Being afraid of Russia is so 1960’s. 
If any country decided to destroy data infrastructure they could bring world transactions to a halt. World disruption hangs by a thread in many areas. But that’s no reasoning to give a thug like Putin anything. He is an enemy who can’t be bought. However you can end Russian trade easily enough. They are but a financial fly in the global ointment. 

[Andrei Moutchkine + 828]

On 11/5/2021 at 4:54 AM, Jay McKinsey said:

HaHa, your ignorance of the battery market knows no bounds. All grid storage and mainstream EVs are switching to cobalt free LFP batteries. 

https://en.wikipedia.org/wiki/Lithium_nickel_manganese_cobalt_oxides#Use_of_NMC_electrodes

[Andrei Moutchkine + 828]

58 minutes ago, Boat said:

Israel has the nukes to take the world out, maybe N Korea. It only takes minutes to vaporize the worlds largest cities. Being afraid of Russia is so 1960’s. 
If any country decided to destroy data infrastructure they could bring world transactions to a halt. World disruption hangs by a thread in many areas. But that’s no reasoning to give a thug like Putin anything. He is an enemy who can’t be bought. However you can end Russian trade easily enough. They are but a financial fly in the global ointment. 

Israel has no ICBMs to reach world's largest cities. Kim can reach any place in US at least, courtesy of Ukraine's Yuzhmash. Watch where you bankroll a color revolution / coup next time.

Russia has very cordial relationship with South Korea, actually. Them and Israel never joined any Western sanctions on Russia.

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On 11/24/2021 at 3:37 PM, Ecocharger said:

Biden & Co. face an uphill battle in court for this compensation case. Precedents are against the ill-considered cancellation, which has placed oil transport into trucks instead of  pipelines. Pipelines are safer.

https://www.bloomberg.com/news/articles/2021-11-22/keystone-developers-seek-15-billion-from-u-s-for-cancellation

"Such investor-state dispute settlement claims by corporations against the U.S. are relatively rare, and the U.S. has a good track record in winning them. However, companies have emerged victorious in similar international disputes. Most notably, in March, Germany agreed to pay $2.9 billion to Sweden’s Vattenfall AB and other utilities, as part of a compensation package resolving a decade-long battle over the country’s decision to phase out nuclear power. 

Biden’s decision to rescind a presidential permit his first day in office -- without another round of government analysis on the long-studied project -- gives TC Energy an “extremely strong case” under Nafta language barring arbitrary discrimination, said Gary Hufbauer, a Washington-based senior fellow at the Peterson Institute for International Economics. 

“TC has a great legal case going in,” Hufbauer said. “This was well out of the norm of customary government behavior.”"

Buden put the Canadians out their misery. Their tar sands are by far the tightest oil being extracted anywhere. Trump just wanted to milk them for their state subsidies.

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13 hours ago, Boat said:

Yea, yea, yea, electric out the Wazoo. Putin’s days of power and money from transportation are limited.

Heavy machinery like dozers? Aircraft? Ammonia fertilizers? Plastics? No replacements for any of those are here yet.

https://ourworldindata.org/co2-emissions-from-transport

Edited December 2, 2021 by Andrei Moutchkine

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9 minutes ago, Andrei Moutchkine said:

Buden put the Canadians out their misery. Their tar sands are by far the tightest oil being extracted anywhere. Trump just wanted to milk them for their state subsidies.

Canadian tar sands didn’t die at $35 per barrel. What are todays prices? What Canada doesn’t use gets shipped to the world through the Gulf. Close to 4 mbpd. This is how they fund troops and equipment on your doorstep. 

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6 minutes ago, Andrei Moutchkine said:

Heavy machinery like dozers? Aircraft? Ammonia fertilizers? Plastics? No replacements for those are here yet.

https://ourworldindata.org/co2-emissions-from-transport

Texas can do oil cheaper. They use tech. The market will be much smaller. 

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3 minutes ago, Boat said:

Canadian tar sands didn’t die at $35 per barrel. What are todays prices? What Canada doesn’t use gets shipped to the world through the Gulf. Close to 4 mbpd. This is how they fund troops and equipment on your doorstep. 

Canada is a rich country, they can wait. Ultimately, price in USD matters not. Only the

https://en.wikipedia.org/wiki/Energy_return_on_investment

does, and they have the worst.

Actually, Wiki says that shale is worse, which is only obfuscated by free process heat from associated gas

https://en.wikipedia.org/wiki/Energy_return_on_investment#Oil_sands

Both are pretty crap, though.

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29 minutes ago, Andrei Moutchkine said:

https://en.wikipedia.org/wiki/Lithium_nickel_manganese_cobalt_oxides#Use_of_NMC_electrodes

Actually different cars use different battery set ups. If you want world class speed the cost doesn’t mean much. You need a little Chinese carvan for big city use and a small range is good. That battery is much different. 

[Andrei Moutchkine + 828]

4 minutes ago, Boat said:

Texas can do oil cheaper. They use tech. The market will be much smaller. 

Not if it is shale

https://en.wikipedia.org/wiki/Energy_return_on_investment#Shale_Oil

Relative abundance of financing in US has been obfuscating that, but the sector is deeply in debt. Note how #1 Exxon does not frack and #2 Chevron very little. Much easier to do it the old fashioned way, by ripping off a banana republic like Guyana or Russia.

Technological advantage for US is not obvious. Russia is on the EOR cutting edge

https://en.wikipedia.org/wiki/Enhanced_oil_recovery#Plasma-pulse

Not to speak of the activities in the Arctic, where nobody is even close.

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4 minutes ago, Andrei Moutchkine said:

Canada is a rich country, they can wait. Ultimately, price in USD matters not. Only the

https://en.wikipedia.org/wiki/Energy_return_on_investment

does, and they have the worst.

Actually, Wiki says that shale is worse, which is only obfuscated by free process heat from associated gas

https://en.wikipedia.org/wiki/Energy_return_on_investment#Oil_sands

Both are pretty crap, though.

All world governments have printed so much money it’s like an ocean of cash out there. You just leverage a small amount into billions. It’s all good, you know, no accountability.

[Andrei Moutchkine + 828]

4 minutes ago, Boat said:

Actually different cars use different battery set ups. If you want world class speed the cost doesn’t mean much. You need a little Chinese carvan for big city use and a small range is good. That battery is much different. 

In laptop-style cells, this is what is needed to make "high discharge" cells which have no current limiter. I suppose in car terms, this translates to having  good acceleration / torque.

[Andrei Moutchkine + 828]

2 minutes ago, Boat said:

All world governments have printed so much money it’s like an ocean of cash out there. You just leverage a small amount into billions. It’s all good, you know, no accountability.

...until one day, the pile of printed money comes crashing down?

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2 minutes ago, Andrei Moutchkine said:

Not if it is shale

https://en.wikipedia.org/wiki/Energy_return_on_investment#Shale_Oil

Relative abundance of financing in US has been obfuscating that, but the sector is deeply in debt. Note how #1 Exxon does not frack and #2 Chevron very little. Much easier to do it the old fashioned way, by ripping off a banana republic like Guyana or Russia.

Technological advantage for US is not obvious. Russia is on the EOR cutting edge

https://en.wikipedia.org/wiki/Enhanced_oil_recovery#Plasma-pulse

Not to speak of the activities in the Arctic, where nobody is even close.

Let’s rephrase. Lol they beg Exxon or Chevron for experience and finance. Beg I tell ya. Third world countries plead for help. 

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1 minute ago, Andrei Moutchkine said:

...until one day, the pile of printed money comes crashing down?

That was the theory 40 years ago. Try to keep up. 

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3 minutes ago, Boat said:

Let’s rephrase. Lol they beg Exxon or Chevron for experience and finance. Beg I tell ya. Third world countries plead for help. 

It depends. Russia's got cash and will finance anyway, though US financing works best. We are the 2nd world, not 3rd

Exxon also has considerable expertise in deep water exploration, which they might share.

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4 minutes ago, Andrei Moutchkine said:

In laptop-style cells, this is what is needed to make "high discharge" cells which have no current limiter. I suppose in car terms, this translates to having  good acceleration / torque.

Lithium is the ticket to being more dense/longer lasting, more power in a smaller lighter pkg. However more lithium swells and requires other ingredients like cobalt, nickel etc so the swelling doesn’t degrade the battery as much. So there is your trade off. 

[Andrei Moutchkine + 828]

6 minutes ago, Boat said:

That was the theory 40 years ago. Try to keep up. 

I don't believe in economic theories. They invariably fail to predict the next "black swan"

A theory that was rigged post factum to fit a new observable ain't worth much from a hard science standpoint

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1 minute ago, Andrei Moutchkine said:

It depends. Russia's got cash and will finance anyway, though US financing works best. We are the 2nd world, not 3rd

Exxon also has considerable expertise in deep water exploration, which they might share.

I read at one time our big oil worked with Russia, China, Iran among others. Politics have made cooperation more difficult to impossible. Big oil is more international if they had a choice. Global hot spot conflict ends many relationships.

[Andrei Moutchkine + 828]

2 minutes ago, Boat said:

Lithium is the ticket to being more dense/longer lasting, more power in a smaller lighter pkg. However more lithium swells and requires other ingredients like cobalt, nickel etc so the swelling doesn’t degrade the battery as much. So there is your trade off. 

There is unlikely any non-nuclear battery tech which compares favorably to liquid fuels in power density (with density being volume / mass) Just look at the state of the art of electrical aircraft. 

[Andrei Moutchkine + 828]

1 minute ago, Boat said:

I read at one time our big oil worked with Russia, China, Iran among others. Politics have made cooperation more difficult to impossible. Big oil is more international if they had a choice. Global hot spot conflict ends many relationships.

https://en.wikipedia.org/wiki/Exxon_Neftegas

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2 minutes ago, Andrei Moutchkine said:

There is unlikely any non-nuclear battery tech which compares favorably to liquid fuels in power density (with density being volume / mass) Just look at the state of the art of electrical aircraft. 

I don’t look much at electric airplanes or spherical solar for example. Build a big factory or two and start taking market share and boom, you got my interest.

[Andrei Moutchkine + 828]

4 minutes ago, Boat said:

I don’t look much at electric airplanes or spherical solar for example. Build a big factory or two and start taking market share and boom, you got my interest.

I am not selling anything to you. Aircraft have to lift their entire weight off the ground and electric ones obviously suck so far. So much for superior power density.

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5 minutes ago, Andrei Moutchkine said:

https://en.wikipedia.org/wiki/Exxon_Neftegas

Thanks for the link. Doesn’t surprise me though. Trump certainly had a different view of Russia. Dmitry Medvedev was a different politician. Cooperation began. Then Putin, then Iraq, Afghanistan, Syria and the Ukrain.