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What are the fundamentals of the crude oil market?
Tulsa World ^ | 1/18/2009 | JOHN STANCAVAGE

Posted on 01/18/2009 11:05:53 AM PST by kellynla

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1 posted on 01/18/2009 11:05:53 AM PST by kellynla
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To: thackney

ping


2 posted on 01/18/2009 11:06:08 AM PST by kellynla (Freedom of speech makes it easier to spot the idiots! Semper Fi!)
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To: kellynla

I figure I will only need ~500 bbl of crude for my land vehicular transportation out to age 90. I want to buy and hold that now. Any suggestions?


3 posted on 01/18/2009 11:13:37 AM PST by Paladin2 (No, pundits strongly believe that the proper solution is more dilution.)
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To: kellynla
It's mostly political

If oil companies were allowed to drill where the largest deposits are (which are the cheapest areas for them to produce, wells capped when producing just fine etc) ,IE within 50 miles of the coast and in other places where it is blocked by the environmentalists.

Plus all the shale and coal put into federal park lands.

4 posted on 01/18/2009 11:13:40 AM PST by Syncro (Ti Ming)
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To: Paladin2

You’re thinking just like me. Lock in your lifetime supply of oil. If oil prices go up, you’re covered, if they go down, you’re covered in the sense that you have more free cash due to the lower oil expense.

I like the price now. My plan is to buy a bunch of shares of USO, which is an ETF available just like a stock that tracks the present price of crude. Then, if I want, I will sell my 25 or so barrels each year, as I burn the oil.


5 posted on 01/18/2009 11:19:05 AM PST by BobL
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To: BobL
Thanks for the tip. I'll look into it.

Next, we need a way to hedge future road vehicle fuel taxes. If they are now ~$1, there are those who want them at ~$3. It may be worthwhile to prepay the taxes on some of that fuel too.

6 posted on 01/18/2009 11:25:11 AM PST by Paladin2 (No, pundits strongly believe that the proper solution is more dilution.)
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To: All

The bad news is amid all the upheaval and destruction of demand, total consumption is to be down no more than 1% this year, if that.

Out of 84 million barrels a day of global consumption.

< 1% is not the sort of number that extend the lifetime of what’s in the tank. We, globally, are running out and there is no law of the universe that says the alternative is going to arrive before some desperate countries decide that there are ways to destroy demand other than recession.

Nuclear bombs come to mind. They would reduce demand, elsewhere.


7 posted on 01/18/2009 11:34:29 AM PST by Owen
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To: kellynla
Sky-high crude helped bring on the global recession, while cheap oil hurts the energy industry

Boo hoo for the oil industry. If it comes down to the world versus Exxon, I know who I'm going to support. And if the "oil industry" dies a horrible, lingering death, it will be no more than they deserve.

This brief respite from oil tyranny should be the impetus we need to uncover any sources of energy we can that are not dependent on crude. I don't care if it means burning corn cobs and lawn clippings. We should never again rest our economy or our national security on the whims of amoral oil giants who have reached the point where they are economic superpowers in their own right.

8 posted on 01/18/2009 11:43:47 AM PST by IronJack (=)
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To: IronJack

I assume you walk or ride a bicycle.

Otherwise your comments reflect zero content of reality!


9 posted on 01/18/2009 11:59:24 AM PST by texican01
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To: IronJack
Yep, IronJack lives in an alternate universe. Does not live in reality.
10 posted on 01/18/2009 12:06:16 PM PST by Parley Baer
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To: IronJack
This brief respite from oil tyranny should be the impetus we need to uncover any sources of energy we can that are not dependent on crude. I don't care if it means burning corn cobs and lawn clippings. We should never again rest our economy or our national security on the whims of amoral oil giants who have reached the point where they are economic superpowers in their own right.

That is the damn truth!!

11 posted on 01/18/2009 12:09:37 PM PST by org.whodat (Conservatives don't vote for Bailouts for Super-Rich Bankers! Republicans do!)
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To: Owen
I'm not a greenie, nor an oily, but we will never run out of that crap.

It's the second most plentiful fluid and the erf keps making more from way down below.

That's why it's called rock oil (petro - leum ).

12 posted on 01/18/2009 12:14:31 PM PST by norraad ("What light!">Blues Brothers)
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To: Paladin2

You continue to read my mind. Actually, I was thinking of buying twice as many shares, just for that reason. Some of the Orwellian stuff, like road pricing, is really nasty. It would be great just to have the money pre-allocated and ignore Big Brother telling me where and when to drive.

(sorry for the delay, I had to burn some oil to pick up one of my kids)


13 posted on 01/18/2009 12:19:12 PM PST by BobL
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To: kellynla
What price do the "fundamentals" support?

He might look at what Exxon does. When oil was well over $100, Exxon was reportedly basing its business decisions on $37 oil. If the project wouldn't work at that price, Exxon was taking a pass.

14 posted on 01/18/2009 12:30:16 PM PST by PAR35
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To: kellynla

The article said — “No one in the world could afford paying $147 a barrel for oil last July,” he said. “And, in a different respect, no one can afford $38 oil now. Oklahoma can’t afford it.”

But, Oklahomans have liked the lower pump prices (even if they have gone up in the last week or so...).


15 posted on 01/18/2009 12:35:02 PM PST by Star Traveler
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To: BobL
I had to shovel the driveway (again).

Maybe I could interest you in some fuel tax rate default swaps? ;-)

16 posted on 01/18/2009 12:41:32 PM PST by Paladin2 (No, pundits strongly believe that the proper solution is more dilution.)
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To: texican01
I assume you walk or ride a bicycle.

I do both. But I also drive.

Otherwise your comments reflect zero content of reality!

How's that?

17 posted on 01/18/2009 12:43:21 PM PST by IronJack (=)
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To: Parley Baer
IronJack ... Does not live in reality.

No, I live in Minnesota.

18 posted on 01/18/2009 12:44:14 PM PST by IronJack (=)
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To: IronJack

Let’s get serious here. The worst possible situation for the oil companies was $147 oil. It was WAY overpriced, so people would adjust and the kickback would be nasty (as in today’s oil prices). Also, companies got vilified along way and nearly had to deal with another “Windfall Profits” tax...and yes, they have been there with high prices and knew exactly what was coming their way as the prices went up again.

If the oil companies had the degree of control over the price, they would have never let the price shoot up. Rather they would have simply increased it something like 10% per year...they would have made plenty of money and pretty much stayed under the radar.

It’s nice to have enemies to blame, but the run-up, and now crash, is simple supply and demand. A lot has changed in the world economy over the past 6 months and the price of oil reflects it.


19 posted on 01/18/2009 12:52:16 PM PST by BobL
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To: Star Traveler; thackney
“...no one can afford $38 oil now. Oklahoma can’t afford it.”

"But, Oklahomans have liked the lower pump prices (even if they have gone up in the last week or so"

I believe he's referring to people in the oil business...
“thackney” is a lot more knowledgeable than I on this subject but I believe the break even point for American oil production these days is about $40/barrel.

20 posted on 01/18/2009 12:52:36 PM PST by kellynla (Freedom of speech makes it easier to spot the idiots! Semper Fi!)
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