Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (502)	2/23/2004 4:38:05 PM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 116555

well, you have oil production in decline, for one. Canada's spent buttloads to develop the oil sands, which are now coming on line. at the same time, conventional production's going down. so being a larger part of a shrinking pie is no great shakes...same goes for NA as a whole. see how effective those tar sands are when NG spot has a twenty-handle. check out that book "The Party's Over". also, read the peak oil stuff--those guys have been all over the oil sands myth, as well as the methane hydrates myth and so on...