BargainValueHunter Posted February 21, 2011 Share Posted February 21, 2011 So far, this is the only one that MAY be affected by the turmoil: http://www.bloomberg.com/apps/quote?ticker=CRK321M1:IND ??? Perhaps the more learned boardmembers can spot better examples? :) Link to comment Share on other sites More sharing options...
Uccmal Posted February 21, 2011 Share Posted February 21, 2011 Oil. Other fuels should have some overflow effect as well. It is only a matter of time before flows to Europe and China start to get impeded. I for one am wondering where all these dictators are going to seek asylum if Saudi Arabia starts to have issues. Link to comment Share on other sites More sharing options...
Myth465 Posted February 21, 2011 Share Posted February 21, 2011 I am overweight oil and after a jittery week plan on holding. My guess is this is the last straw needed to end the moratorium and push energy policy back on the front pages. More importantly I want to know how it ends. I still think the richer states are safe (Kuwait, Saudi, UAE), but these smaller ones with internal issues in North Africa and Bahrain are interesting. I dont know if the world will stand buy while these guys fight it out. Interesting / saddening news. Link to comment Share on other sites More sharing options...
BargainValueHunter Posted February 21, 2011 Author Share Posted February 21, 2011 I for one am wondering where all these dictators are going to seek asylum if Saudi Arabia starts to have issues. Switzerland France Venezuela Zimbabwe Belarus North Korea Link to comment Share on other sites More sharing options...
alertmeipp Posted February 21, 2011 Share Posted February 21, 2011 this will be a multi-decades process. middle east is probably the most complicated piece of land in the world. People there grow up in a very different environment than we do. Link to comment Share on other sites More sharing options...
Smazz Posted February 22, 2011 Share Posted February 22, 2011 I for one am wondering where all these dictators are going to seek asylum if Saudi Arabia starts to have issues. Switzerland France Venezuela Zimbabwe Belarus North Korea You forgot Cuba - can get flights real cheap! :D Link to comment Share on other sites More sharing options...
Guest Dazel Posted February 22, 2011 Share Posted February 22, 2011 U.S flexing its muscles? I think the world forgot who polices the world's waterways...great that oil is being produced...but another thing getting it shipped to you. I have not heard too much emission talk about the Canadian oil sands...and we have seen about $50 billion worth of Nat gas properties bought in the last year...from every country imaginable... We are interested in Nat gas....not sure how to play it. Any ideas? clean, cheap massive infrastructure needed and in America we have it...so the headlines could switch this way inour opinion. here is one. " America has had enough of the middle east...jobs here (massive infrastructure needed), cheaper fuel, clean for our kids future." Dazel. Link to comment Share on other sites More sharing options...
Myth465 Posted February 22, 2011 Share Posted February 22, 2011 Dazel thats an interesting and refreshing perspective. Everyone (including myself) likes to beat on the sleeping giant, but perhaps America does have a purpose. Nat Gas is a huge mess in my opinion. Developing it will require some sort of central planning which is out of fashion in the US. My advice, grab an oil driller who has some gas assets which can be ramped up on the turn (SD) or a deep water high pressure gas driller (MMR) who has extremely low costs. Then wait, Exxon is in the gas business and will buy off Washington to do whats best. Capitalism at its best? Link to comment Share on other sites More sharing options...
BargainValueHunter Posted February 22, 2011 Author Share Posted February 22, 2011 We are interested in Nat gas....not sure how to play it. Any ideas? Natural gas delivery (infrastructure and construction, e.g. "pipelines") = profitable (assuming long-term construction contracts with individual states or the Federal govt). Link to comment Share on other sites More sharing options...
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