Comments on: "Profit from the Peak: Safe Growth with Best Oil Sands Play" http://www.stockgumshoe.com/2007/12/profit-from-peak-safe-growth-with-best.html Frustrated or intrigued by email teasers from investment newsletters and advisers? We solve them and track their performance here ... so stick around, participate and subscribe (it's free)! Sat, 21 Nov 2009 05:52:09 -0600 http://wordpress.org/?v=2.8.4 hourly 1 By: One Guy http://www.stockgumshoe.com/2007/12/profit-from-peak-safe-growth-with-best.html/comment-page-1#comment-799 One Guy Wed, 05 Dec 2007 03:04:00 +0000 http://www.stockgumshoe.com/2007/12/04/profit-from-the-peak-safe-growth-with-best-oil-sands-play/#comment-799 That's certainly true, and the Chinese are buying up oil access wherever they can (though they're nowhere near the biggest owner of oil sands properties, and they have some similar oil shale and oil sands properties of their own to explore), but transport costs are still going to mean that producers can get better profit, on average, by selling to nearby buyers than by selling to far off buyers and swallowing the tanker rates. Oil is one of the purest global markets, OPEC notwithstanding, so it does flow to the highest bidder in general, but it also flows to the closest buyer when all else is equal. That’s certainly true, and the Chinese are buying up oil access wherever they can (though they’re nowhere near the biggest owner of oil sands properties, and they have some similar oil shale and oil sands properties of their own to explore), but transport costs are still going to mean that producers can get better profit, on average, by selling to nearby buyers than by selling to far off buyers and swallowing the tanker rates. Oil is one of the purest global markets, OPEC notwithstanding, so it does flow to the highest bidder in general, but it also flows to the closest buyer when all else is equal.

]]> By: bpmiller1 http://www.stockgumshoe.com/2007/12/profit-from-peak-safe-growth-with-best.html/comment-page-1#comment-798 bpmiller1 Tue, 04 Dec 2007 22:23:00 +0000 http://www.stockgumshoe.com/2007/12/04/profit-from-the-peak-safe-growth-with-best-oil-sands-play/#comment-798 I know for a fact that the Chinese are laying oil pipeline to the west coast of canada ( from my dentist who owns a tract of land adjacent to it). I feel that will put them 1st in line for that oil just like Prudhoe Bay oil that headed to Japan for a better price. Anyone know were all that Alaskan oil goes? As far as I know the chinese already own most of the oil sands so I wont start breathing a sigh of relief that we'll have huge supplies of oil in North America from oil sands. I know for a fact that the Chinese are laying oil pipeline to the west coast of canada ( from my dentist who owns a tract of land adjacent to it). I feel that will put them 1st in line for that oil just like Prudhoe Bay oil that headed to Japan for a better price. Anyone know were all that Alaskan oil goes? As far as I know the chinese already own most of the oil sands so I wont start breathing a sigh of relief that we’ll have huge supplies of oil in North America from oil sands.

]]> By: Anonymous http://www.stockgumshoe.com/2007/12/profit-from-peak-safe-growth-with-best.html/comment-page-1#comment-797 Anonymous Tue, 04 Dec 2007 17:04:00 +0000 http://www.stockgumshoe.com/2007/12/04/profit-from-the-peak-safe-growth-with-best-oil-sands-play/#comment-797 Travis: I guess this comment applies to many petro-chem investments but certainly to your comment on oil sand investments to preserve our current lifestyle:<br/><br/>the enviro impacts of oil sands have been monstrous--not unlike attempts to get natural gas from coal bed methane beds in the sw U.S. but on a grander scale. <br/><br/>Whether or not heating up bitumen for an in-situ process turns out to produce less greenhouse emissions--coal sand refining in any form will release at least double and probably triple the greenhouse emissions plus plenty of other ordinary carcinogens and lung-heart depressive air pollutants. <br/><br/>And in-situ any types of extraction have tended to trash groundwater. <br/><br/>Given the huge range of tips you are chasing down, any investment in coal sands--altho probably short-medium term profitable--is probably a high risk in environmental destruction. <br/><br/>Dick Kamp Santa Fe, New Mexico Travis: I guess this comment applies to many petro-chem investments but certainly to your comment on oil sand investments to preserve our current lifestyle:

the enviro impacts of oil sands have been monstrous–not unlike attempts to get natural gas from coal bed methane beds in the sw U.S. but on a grander scale.

Whether or not heating up bitumen for an in-situ process turns out to produce less greenhouse emissions–coal sand refining in any form will release at least double and probably triple the greenhouse emissions plus plenty of other ordinary carcinogens and lung-heart depressive air pollutants.

And in-situ any types of extraction have tended to trash groundwater.

Given the huge range of tips you are chasing down, any investment in coal sands–altho probably short-medium term profitable–is probably a high risk in environmental destruction.

Dick Kamp Santa Fe, New Mexico

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