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Gold/Mining/Energy : PEAK OIL - The New Y2K or The Beginning of the Real End?
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To: Raymond Duray who wrote (103)2/20/2005 3:04:04 PM
From: Triffin  Read Replies (2) of 1183
 
As stated in the thread header ..

Let's keep it focused on PEAK OIL and investment

Price stability ensues when global production and
global demand are in equilibrium .. Current global
demand figures I've seen indicate 80 mbpd ( million
barrels per day ) rising to 120 mbpd by 2025 ..

Maybe we won't be able to produce the upper amount ??

It would be of interest to determine ..

current global production ( at the well head ) capacity
current global tanker ( dirty ) capacity ie crude
current global pipeline capacity
current global refining capacity
current global tanker ( clean ) capacity ie products

I would assume that each segment above has a current
capacity in excess of current demand of 80 mbpd ..

Recent legislation has mandated that the world's tanker
fleet upgrade to double hulled tonnage and I assume that this
process has in part fueled the recent run-up in rates that
tanker owners have been enjoying as older vessels are
scrapped and new-buildings are delivered .. I also keep
hearing that we need to construct new refining capacity
and the current infrastructure buildout for LNG terminaling
facilities ..

Are there any other potential capacity constraining segments in this sector that would merit our interest for investment ????

Triff ..
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