Booms, Busts, and Recoveries Message Board

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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: TobagoJack who wrote (65600)	6/28/2005 3:25:32 PM
From: energyplay	Read Replies (2) of 74559

Overseas Chinese owning more factories in Latin America would be very useful.... USD worth - Note that these tariff moves come AFTER the Euro started having "issues" - meaning the Euro is much less likely to be an alternative to the USD. Of course, there's alway the Yen...and maybe that yellow stuff. I'm seeing several reports that the price of gold has broken out in Euro terms, and the Euro no longer tracks gold. I expect that China will accelerate work on pebble bed reactors, if looks like it will be dificult to buy more petroleum based energy security. Might interesting to speculate what the situation would be if XOM had been allowed to buy a big part of Yukos.... ****** If UCL doesn't work, then Non-US oil companies might be bought. Repsol YPF might be one target. Also some of the French firms in Africa.....

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